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Name Holding Trade Value Shares
Change
Change in
Stake
RG
351
Rikoon Group
New Mexico
$313K -$627K -14,205 -68%
IFG
352
Independent Financial Group
California
$308K +$73.2K +1,660 +32%
RB
353
Renasant Bank
Mississippi
$306K -$49.1K -1,113 -14%
IIM
354
Ipswich Investment Management
Massachusetts
$303K – – –
PFBT
355
Parkside Financial Bank & Trust
Missouri
$300K -$16K -362 -5%
GT
356
Greenleaf Trust
Michigan
$297K +$61.6K +1,397 +27%
BF
357
BOK Financial
Oklahoma
$296K -$9.4K -213 -3%
WW
358
Westshore Wealth
California
$295K +$288K +6,527 New
PJSIMP
359
P.J. Schmidt Investment Management (PJS)
Wisconsin
$289K – – –
SC
360
Sawyer & Company
Massachusetts
$285K – – –
SMC
361
Smith, Moore & Co
Missouri
$283K -$8.82K -200 -3%
CA
362
Cetera Advisors
Colorado
$282K +$29.4K +666 +12%
HSA
363
HBK Sorce Advisory
Pennsylvania
$281K +$12.7K +288 +5%
HDIM
364
Hanson & Doremus Investment Management
Vermont
$280K +$4.1K +93 +2%
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$274K -$14.2K -323 -5%
SFI
366
SPC Financial Inc
Maryland
$272K +$22.1K +500 +9%
Lazard Asset Management
367
Lazard Asset Management
New York
$270K – – –
APC
368
Aspire Private Capital
North Carolina
$267K -$218K -4,940 -45%
SPIA
369
Steward Partners Investment Advisory
New York
$265K +$56.9K +1,289 +28%
IWP
370
Icon Wealth Partners
Texas
$264K +$1.94K +44 +0.8%
BEI
371
Benjamin Edwards Inc
Missouri
$258K -$9.44K -214 -4%
HPC
372
Hobart Private Capital
North Carolina
$257K -$158K -3,576 -39%
IWS
373
Insight Wealth Strategies
California
$249K +$2.69K +61 +1%
RC
374
RegentAtlantic Capital
New Jersey
$246K -$20.5K -464 -8%
MA
375
Mutual Advisors
Nebraska
$244K +$239K +5,412 New