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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
726
D.J. St. Germain
Massachusetts
$1.15M -$8.76K -31 -0.7%
WB
727
Webster Bank
Connecticut
$1.15M – – –
CFA
728
Capstone Financial Advisors
Illinois
$1.15M +$283 +1 +0%
RA
729
RFG Advisory
Alabama
$1.14M +$798K +2,823 +214%
SAM
730
Silvercrest Asset Management
New York
$1.13M -$26K -92 -2%
JIR
731
James Investment Research
Ohio
$1.13M -$216K -766 -16%
PCA
732
Pallas Capital Advisors
Massachusetts
$1.13M -$199K -706 -15%
EWM
733
Empirical Wealth Management
Washington
$1.12M +$314K +1,113 +38%
LA
734
Lynch & Associates
Indiana
$1.11M +$109K +387 +11%
NWAG
735
Net Worth Advisory Group
Utah
$1.11M -$69.5K -246 -6%
CT
736
Chicago Trust
Illinois
$1.11M – – –
BWAM
737
Boyd Watterson Asset Management
Ohio
$1.1M – – –
CA
738
CV Advisors
Florida
$1.1M +$1.13M +4,000 New
SFFS
739
Stonehage Fleming Financial Services
Jersey
$1.1M +$1.13M +3,997 New
HCM
740
Howland Capital Management
Massachusetts
$1.1M -$168K -595 -13%
VAM
741
Virtue Asset Management
Illinois
$1.1M -$74K -262 -6%
ANTB
742
AMG National Trust Bank
Colorado
$1.09M +$51.7K +183 +5%
EHWM
743
Eads & Heald Wealth Management
Georgia
$1.09M -$100K -355 -8%
LFG
744
Lazard Frères Gestion
France
$1.08M – – –
FTWA
745
Fifth Third Wealth Advisors
Ohio
$1.08M +$35K +124 +3%
OIAM
746
OFI Invest Asset Management
France
$1.07M +$195K +689 +20%
CFB
747
Cullen/Frost Bankers
Texas
$1.07M +$55.4K +196 +5%
SWA
748
SFMG Wealth Advisors
Texas
$1.07M +$5.65K +20 +0.5%
AFG
749
Allegheny Financial Group
Pennsylvania
$1.07M +$15K +53 +1%
KC
750
Kepler Cheuvreux
$1.07M +$1.09M +3,865 New