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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
626
Birch Capital Management
Texas
$4.79M +$543K +2,354 +13%
AF
627
Arrow Financial
New York
$4.78M -$282K -1,221 -6%
DT
628
Diversified Trust
Tennessee
$4.78M +$143K +622 +3%
SVWAG
629
Sound View Wealth Advisors Group
Georgia
$4.75M -$87.2K -378 -2%
WFMPM
630
Woodley Farra Manion Portfolio Management
Indiana
$4.72M +$350K +1,519 +8%
RHDIC
631
R.H. Dinel Investment Counsel
California
$4.7M
CI
632
Cigna Investments
Connecticut
$4.7M +$325K +1,408 +7%
Lazard Asset Management
633
Lazard Asset Management
New York
$4.67M -$447K -1,938 -9%
TCBWMS
634
Texas Capital Bank Wealth Management Services
Texas
$4.67M +$1.7M +7,375 +57%
SWM
635
SeaCrest Wealth Management
New York
$4.65M +$58.3K +253 +1%
HFS
636
Hantz Financial Services
Michigan
$4.64M +$134K +582 +3%
BCI
637
Brinker Capital Investments
Pennsylvania
$4.62M +$293K +1,273 +7%
GP
638
Greenline Partners
New York
$4.61M +$458K +1,986 +11%
DA
639
Duality Advisers
Florida
$4.6M +$4.61M +20,013 New
AIM
640
Aigen Investment Management
New York
$4.59M +$4.6M +19,972 New
GDP
641
Great Diamond Partners
Maine
$4.57M -$295K -1,279 -6%
DCM
642
Dupont Capital Management
Delaware
$4.56M -$1.18M -5,129 -21%
EHC
643
Everett Harris & Co
California
$4.55M -$40.8K -177 -0.9%
BUB
644
BBVA USA Bancshares
Texas
$4.54M -$363K -1,574 -7%
FMTC
645
Farmers & Merchants Trust Company
California
$4.51M -$602K -2,611 -12%
MP
646
McDonald Partners
Ohio
$4.5M +$4.51M +19,570 New
NB
647
Northwest Bancshares
Pennsylvania
$4.5M +$633K +2,745 +16%
RP
648
Rowlandmiller & Partners
Georgia
$4.47M +$44K +191 +1%
ST
649
Somerset Trust
Pennsylvania
$4.46M -$17.1K -74 -0.4%
MWM
650
Marietta Wealth Management
Georgia
$4.45M +$235K +1,018 +6%