Name Holding Trade Value Shares
Change
Change in
Stake
IRF
776
IBM Retirement Fund
New York
$2.21M -$10M -60,195 -85%
TA
777
Tiedemann Advisors
New York
$2.2M +$461K +2,774 +26%
NIMI
778
Natixis Investment Managers International
France
$2.2M +$461K +2,774 +26%
CFA
779
CT Financial Advisors
Pennsylvania
$2.18M -$8.81K -53 -0.4%
CM
780
Crestline Management
Texas
$2.17M +$2.2M +13,252 New
LPIC
781
LeJeune Puetz Investment Counsel
Michigan
$2.17M +$99.7K +600 +5%
CCP
782
Corient Capital Partners
California
$2.15M +$987K +5,943 +83%
VWA
783
V Wealth Advisors
Kansas
$2.15M +$684K +4,117 +46%
LNWWM
784
Laird Norton Wetherby Wealth Management
California
$2.14M +$85.1K +512 +4%
TF
785
Tompkins Financial
New York
$2.13M +$997 +6 +0%
PA
786
Perennial Advisors
New York
$2.12M +$189K +1,138 +10%
CHC
787
City Holding Co
West Virginia
$2.12M +$19.4K +117 +0.9%
DBIA
788
Dumont & Blake Investment Advisors
New Jersey
$2.1M +$5.32K +32 +0.3%
CIA
789
Covington Investment Advisors
Pennsylvania
$2.09M +$2.12M +12,747 New
BAS
790
Brown Advisory Securities
Maryland
$2.09M +$35.4K +213 +2%
LJAC
791
L.J. Altfest & Co
New York
$2.08M +$1.56M +9,359 +281%
EWM
792
Evercore Wealth Management
New York
$2.08M -$30.4K -183 -1%
LIM
793
Loudon Investment Management
New Hampshire
$2.08M +$2.11M +12,678 New
LWM
794
Lyell Wealth Management
California
$2.08M +$39.9K +240 +2%
MWM
795
Marietta Wealth Management
Georgia
$2.07M +$529K +3,183 +34%
CS
796
Comerica Securities
Michigan
$2.07M +$2.09M +12,608 New
UR
797
USCA RIA
Texas
$2.06M -$1.73M -10,428 -45%
SIAP
798
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.06M -$11K -66 -0.5%
AW
799
ACG Wealth
Georgia
$2.05M -$8.31K -50 -0.4%
WDA
800
Wendell David Associates
New Hampshire
$2.05M – – –