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Name Holding Trade Value Shares
Change
Change in
Stake
BPM
651
Bowling Portfolio Management
Ohio
$792K -$470K -3,253 -38%
EMB
652
Elefante Mark B
$792K
WJA
653
Williams Jones & Associates
New York
$785K +$88.1K +610 +13%
FTI
654
Fiduciary Trust International
Massachusetts
$784K +$769K +5,324 New
SC
655
Slow Capital
California
$778K +$4.91K +34 +0.6%
PW
656
Price Wealth
Texas
$768K +$70K +485 +10%
YWP
657
YorkBridge Wealth Partners
New York
$765K +$866 +6 +0.1%
WTC
658
WhitTier Trust Company
Nevada
$764K
GT
659
Glenview Trust
Kentucky
$761K -$2.68M -18,530 -78%
FHA
660
First Horizon Advisors
Tennessee
$753K -$13.4K -93 -2%
NNP
661
Nachman Norwood & Parrott
South Carolina
$749K +$1.73K +12 +0.2%
FHB
662
First Hawaiian Bank
Hawaii
$746K -$166K -1,147 -18%
SGI
663
Summit Global Investments
Utah
$746K +$40K +277 +6%
DHFB
664
Dixon Hubard Feinour & Brown
Virginia
$743K +$1.3K +9 +0.2%
CCT
665
Chemung Canal Trust
New York
$737K
CG
666
Colony Group
Massachusetts
$731K -$18K -125 -2%
BWP
667
Baldwin Wealth Partners
Massachusetts
$729K -$160K -1,111 -18%
JCM
668
Jacobi Capital Management
Pennsylvania
$726K +$5.49K +38 +0.8%
CG
669
Caprock Group
Idaho
$724K +$12.4K +86 +2%
PFO
670
Pathstone Family Office
New Jersey
$721K +$61.8K +428 +10%
CG
671
Cutler Group
California
$721K +$301K +2,086 +74%
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$720K -$372K -2,578 -35%
HCP
673
Holt Capital Partners
Texas
$719K -$73.3K -508 -9%
Mercer Global Advisors
674
Mercer Global Advisors
Colorado
$717K +$118K +817 +20%
BFO
675
Biltmore Family Office
North Carolina
$715K