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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
676
HL Financial Services
Kentucky
$732K -$716K -2,243 -48%
FNBT
677
FineMark National Bank & Trust
Florida
$729K +$287K +898 +59%
WAM
678
Wealthspire Advisors (Maryland)
Maryland
$726K +$16.6K +52 +2%
AP
679
Arlington Partners
Alabama
$725K +$38.3K +120 +5%
BPCA
680
Bank Pictet & Cie (Asia)
Singapore
$723K
UBG
681
United Bank (Georgia)
Georgia
$710K -$137K -430 -15%
CB
682
Cadence Bank
Mississippi
$707K +$17.6K +55 +2%
EGA
683
E&G Advisors
Texas
$707K +$128K +400 +21%
CFB
684
Cullen/Frost Bankers
Texas
$704K -$596K -1,867 -44%
OAMU
685
Ostrum Asset Management US
New York
$703K +$746K +2,337 New
CWM
686
Confluence Wealth Management
Oregon
$697K -$10.9K -34 -1%
CPIA
687
Cornell Pochily Investment Advisors
New York
$695K +$59.7K +187 +9%
B
688
Bailard
California
$685K +$27.1K +85 +4%
YWP
689
YorkBridge Wealth Partners
New York
$677K -$66.7K -209 -8%
AC
690
Avestar Capital
New York
$675K -$47.9K -150 -6%
S
691
SignatureFD
Georgia
$672K +$57.4K +180 +9%
KFA
692
Kelleher Financial Advisors
New York
$666K +$44.7K +140 +7%
CS
693
Comerica Securities
Michigan
$664K +$112K +351 +19%
LOAME
694
Lombard Odier Asset Management (Europe)
United Kingdom
$663K
FMBTD
695
First Midwest Bank Trust Division
Illinois
$662K -$1.04M -3,260 -60%
UBV
696
United Bank (Virginia)
Virginia
$662K +$702K +2,200 New
DPIM
697
Duff & Phelps Investment Management
Illinois
$651K
OAM
698
Ostrum Asset Management
France
$651K +$690K +2,163 New
Cerity Partners
699
Cerity Partners
New York
$647K +$86.8K +272 +14%
Capstone Investment Advisors
700
Capstone Investment Advisors
New York
$645K -$380K -1,192 -36%