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Name Holding Trade Value Shares
Change
Change in
Stake
AT
401
American Trust
Kentucky
$136K -$15.8K -271 -10%
SCM
402
Silvant Capital Management
Georgia
$136K +$81.7K +1,400 +139%
CCM
403
Coldstream Capital Management
Washington
$135K -$12K -206 -8%
IF
404
IRON Financial
Illinois
$135K +$139K +2,388 New
DJSG
405
D.J. St. Germain
Massachusetts
$134K -$76.6K -1,313 -36%
Bessemer Group
406
Bessemer Group
New Jersey
$134K -$4.79K -82 -3%
SIM
407
Sentry Investment Management
Wisconsin
$131K -$22.6K -388 -14%
WF
408
Welch & Forbes
Massachusetts
$130K
CBT
409
CoreFirst Bank & Trust
Kansas
$127K
SSW
410
Smith Shellnut Wilson
Mississippi
$122K +$125K +2,148 New
MCM
411
MAI Capital Management
Ohio
$121K +$125K +2,139 New
IA
412
Integrity Advisory
Kansas
$120K +$124K +2,120 New
SC
413
Schoolcraft Capital
Colorado
$120K
RFC
414
Regions Financial Corp
Alabama
$119K
FCH
415
Freestone Capital Holdings
Washington
$119K +$122K +2,098 New
ACM
416
Aquatic Capital Management
Illinois
$116K -$1.17K -20 -1%
SCM
417
Shelton Capital Management
Colorado
$116K
SAM
418
Silvercrest Asset Management
New York
$116K
Cerity Partners
419
Cerity Partners
New York
$116K +$118K +2,030 New
DIM
420
DC Investments Management
Virginia
$116K +$120K +2,049 New
IWP
421
Icon Wealth Partners
Texas
$116K +$120K +2,055 New
BPA
422
Beacon Pointe Advisors
California
$115K -$409 -7 -0.3%
FFN
423
Focus Financial Network
Minnesota
$114K +$118K +2,017 New
MPAM
424
Murphy Pohlad Asset Management
Minnesota
$113K
QCG
425
Quadrant Capital Group
Ohio
$88K -$934 -16 -1%