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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
651
Douglass Winthrop Advisors
New York
$1.57M
PVI
652
Pine Valley Investments
New Jersey
$1.57M +$1.64M +7,816 New
Vontobel Holding
653
Vontobel Holding
Switzerland
$1.54M -$247K -1,176 -13%
RCAG
654
Rehmann Capital Advisory Group
Michigan
$1.51M +$20.2K +96 +1%
SB
655
Simmons Bank
Arkansas
$1.51M -$35.5K -169 -2%
LSPW
656
Lake Street Private Wealth
Illinois
$1.5M +$750K +3,568 +85%
OHWP
657
Oak Harbor Wealth Partners
North Carolina
$1.5M +$197K +939 +14%
EIP
658
Epoch Investment Partners
New York
$1.5M +$280K +1,330 +21%
JWCA
659
J.W. Coons Advisors
Ohio
$1.5M
BHPW
660
Beverly Hills Private Wealth
California
$1.49M +$261K +1,243 +19%
BFEC
661
Benjamin F. Edwards & Company
Missouri
$1.49M +$120K +570 +8%
WMA
662
West Michigan Advisors
Michigan
$1.49M +$51.9K +247 +3%
WTC
663
WhitTier Trust Company
Nevada
$1.47M -$9.67K -46 -0.6%
BC
664
Bowman & Company
Wisconsin
$1.46M +$184K +877 +13%
PTP
665
Platform Technology Partners
New York
$1.46M +$13K +62 +0.8%
FHB
666
First Hawaiian Bank
Hawaii
$1.46M -$1.34M -6,353 -46%
TCOO
667
Trust Company of Oklahoma
Oklahoma
$1.46M -$6.72K -32 -0.4%
AW
668
Alaethes Wealth
Nevada
$1.46M +$90.2K +429 +6%
MOS
669
MGO One Seven
Ohio
$1.45M +$630 +3 +0%
CWM
670
Catalyst Wealth Management
Georgia
$1.45M +$113K +538 +8%
RW
671
REDW Wealth
New Mexico
$1.45M +$12.8K +61 +0.8%
Carson Wealth (CWM LLC)
672
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$132K +629 +9%
MCM
673
Monarch Capital Management
Indiana
$1.44M
DWP
674
Daymark Wealth Partners
Ohio
$1.44M +$432K +2,054 +38%
CAM
675
Cresset Asset Management
Illinois
$1.44M -$245K -1,168 -14%