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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$342K +$1.92K +84 +0.6%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$339K +$303K +13,289 New
SC
178
Savant Capital
Illinois
$338K +$27.6K +1,209 +10%
LMFP
179
Larry Mathis Financial Planning
Arizona
$336K -$1.25K -55 -0.4%
FFA
180
First Foundation Advisors
California
$334K
WANY
181
Wealthspire Advisors (New York)
New York
$333K -$36.6K -1,606 -11%
Brown Advisory
182
Brown Advisory
Maryland
$332K -$3.44K -151 -1%
FMB
183
Field & Main Bank
Kentucky
$331K
Bessemer Group
184
Bessemer Group
New Jersey
$331K
MCA
185
Magnolia Capital Advisors
Mississippi
$330K
VA
186
Valmark Advisers
Ohio
$327K
YCM
187
Yousif Capital Management
Michigan
$327K
BCI
188
Brinker Capital Investments
Pennsylvania
$321K -$7.94K -348 -3%
BP
189
Ballentine Partners
Massachusetts
$314K +$281K +12,330 New
GIA
190
Gateway Investment Advisers
Ohio
$312K +$3.38K +148 +1%
IPAM
191
Investment Partners Asset Management
New Jersey
$312K
IWA
192
IBEX Wealth Advisors
New Jersey
$311K
AWA
193
Arkadios Wealth Advisors
Georgia
$308K -$17.4K -763 -6%
PWP
194
Perfromance Wealth Partners
Illinois
$301K
MHC
195
May Hill Capital
Massachusetts
$300K +$45.9K +2,013 +21%
KeyBank National Association
196
KeyBank National Association
Ohio
$297K +$266K +11,652 New
JWCA
197
J.W. Cole Advisors
Florida
$295K -$319 -14 -0.1%
T. Rowe Price Associates
198
T. Rowe Price Associates
Maryland
$290K +$36.7K +1,610 +17%
RS
199
R Squared
Hong Kong
$286K +$256K +11,228 New
BMSSC
200
B. Metzler seel. Sohn & Co
Germany
$286K +$256K +11,208 New