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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Modera Wealth Management
New Jersey
$542K -$444K -2,571 -44%
VWM
602
Venturi Wealth Management
Texas
$541K +$21.9K +127 +4%
AFWM
603
AMJ Financial Wealth Management
Virginia
$538K -$7.95K -46 -1%
HI
604
Horizon Investments
North Carolina
$535K +$8.29K +48 +2%
CNBT
605
Canandaigua National Bank & Trust
New York
$531K
CFG
606
Citizens Financial Group
Rhode Island
$530K +$38.2K +221 +7%
HTC
607
Haverford Trust Company
Pennsylvania
$520K +$864 +5 +0.2%
PRC
608
Pearl River Capital
Michigan
$518K +$281K +1,624 +110%
PP
609
Prudential plc
United Kingdom
$510K +$145K +837 +38%
MSCM
610
McElhenny Sheffield Capital Management
Texas
$509K +$527K +3,053 New
VAS
611
Vestmark Advisory Solutions
Massachusetts
$503K +$521K +3,015 New
DM
612
Deerfield Management
New York
$502K +$520K +3,011 New
WT
613
Whittier Trust
California
$500K -$3.11K -18 -0.6%
N
614
Natixis
France
$486K -$2.81M -16,268 -85%
WJWM
615
Williams Jones Wealth Management
New York
$481K -$13.3K -77 -3%
MC
616
Machina Capital
France
$480K -$965K -5,588 -66%
OBWP
617
O'Brien Wealth Partners
Massachusetts
$480K -$3.11K -18 -0.6%
FB
618
Fulton Bank
Pennsylvania
$479K +$92.4K +535 +23%
LWMM
619
Legacy Wealth Management (Mississippi)
Mississippi
$476K
NIMI
620
Natixis Investment Managers International
France
$458K -$13K -75 -3%
ACA
621
Anchor Capital Advisors
Massachusetts
$456K +$472K +2,733 New
BEI
622
Benjamin Edwards Inc
Missouri
$455K -$51K -295 -10%
SC
623
Savant Capital
Illinois
$455K -$202K -1,168 -30%
First Manhattan
624
First Manhattan
New York
$452K +$173 +1 +0%
IAG
625
Investment Advisory Group
Massachusetts
$452K