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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
426
Raymond James Trust
Florida
$654K +$20.5K +184 +3%
CA
427
Cornerstone Advisory
Maryland
$644K -$136K -1,216 -18%
AT
428
Arden Trust
Delaware
$639K -$86.7K -777 -12%
BBNA
429
Bremer Bank National Association
Minnesota
$638K -$55.5K -498 -8%
BPCE
430
Bank Pictet & Cie (Europe)
Germany
$633K +$70.9K +636 +13%
BTWM
431
Baker Tilly Wealth Management
Wisconsin
$622K +$104K +932 +21%
TBA
432
Tower Bridge Advisors
Pennsylvania
$621K -$39K -350 -6%
PTP
433
Platform Technology Partners
New York
$620K +$593K +5,316 New
PIM
434
Profit Investment Management
Maryland
$599K – – –
PAS
435
Park Avenue Securities
New York
$595K +$109K +981 +24%
CI
436
Cigna Investments
Connecticut
$593K -$80.3K -720 -12%
AIM
437
Anchor Investment Management
South Carolina
$591K +$15.5K +139 +3%
EWA
438
Exencial Wealth Advisors
Oklahoma
$587K -$5.32M -47,663 -90%
CCG
439
Ceeto Capital Group
Florida
$583K – – –
WAM
440
Westport Asset Management
Connecticut
$583K – – –
AWM
441
Aries Wealth Management
Maine
$568K -$58.6K -525 -10%
Brown Advisory
442
Brown Advisory
Maryland
$568K +$75.2K +674 +16%
SP
443
Symmetry Partners
Connecticut
$555K – – –
YWP
444
YorkBridge Wealth Partners
New York
$550K +$8.59K +77 +2%
MSA
445
Marino Stram & Associates
Massachusetts
$550K +$39.5K +354 +8%
CG
446
CFO4Life Group
Texas
$543K +$21.5K +193 +4%
FA
447
FDx Advisors
Illinois
$542K -$351K -3,148 -40%
MIM
448
MTM Investment Management
South Carolina
$539K – – –
BJL
449
Brighton Jones LLC
Washington
$536K +$28.2K +253 +6%
IRF
450
IBM Retirement Fund
New York
$528K -$105K -940 -17%