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Name Holding Trade Value Shares
Change
Change in
Stake
SMM
676
Stadion Money Management
Georgia
$443K
TC
677
Telemus Capital
Michigan
$442K +$1.34K +28 +0.3%
ATC
678
Argent Trust Co
Tennessee
$441K -$9.6K -200 -2%
HIA
679
Harbor Investment Advisory
Maryland
$439K -$39K -812 -9%
BFS
680
Bradley Foster & Sargent
Connecticut
$438K +$8.21K +171 +2%
CTFG
681
Capstone Triton Financial Group
Oklahoma
$438K +$17.4K +363 +4%
BOTW
682
Bank of the West
California
$433K -$12.9K -268 -3%
CM
683
Columbus Macro
Pennsylvania
$430K -$41K -854 -9%
MCM
684
MAI Capital Management
Ohio
$430K -$336 -7 -0.1%
AWM
685
Altium Wealth Management
New York
$430K +$403K +8,403 New
CSA
686
Cottage Street Advisors
Massachusetts
$429K -$11.5K -240 -3%
CCP
687
Corient Capital Partners
California
$429K +$36.6K +762 +10%
SFO
688
Stokes Family Office
Louisiana
$426K +$85.2K +1,775 +27%
JIP
689
Jaffetilchin Investment Partners
Florida
$424K +$397K +8,281 New
LOAMS
690
Lombard Odier Asset Management (Switzerland)
Switzerland
$424K +$398K +8,292 New
KA
691
Kintegral Advisory
New York
$422K
BBHC
692
Brown Brothers Harriman & Co
New York
$417K -$214K -4,456 -35%
IWC
693
Integrated Wealth Concepts
Massachusetts
$416K +$65.3K +1,361 +20%
Parallax Volatility Advisers
694
Parallax Volatility Advisers
California
$416K +$321K +6,683 +464%
AT
695
Arden Trust
Delaware
$414K
FWP
696
Firethorn Wealth Partners
Georgia
$414K +$2.73K +57 +0.7%
CTA
697
Chesley Taft & Associates
Illinois
$412K
HB
698
Homrich & Berg
Georgia
$412K +$22.9K +477 +6%
ESB
699
Essex Savings Bank
Connecticut
$411K
RPC
700
Rossmore Private Capital
Connecticut
$409K