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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
Evercore Wealth Management
New York
$540K +$12.9K +66 +3%
RGC
727
Roberts, Glore & Co
Illinois
$539K -$67.5K -344 -12%
ASN
728
Advisory Services Network
Georgia
$534K -$270K -1,378 -35%
FHB
729
First Hawaiian Bank
Hawaii
$534K -$242K -1,236 -32%
MYLI
730
Meiji Yasuda Life Insurance
Japan
$533K -$326K -1,662 -39%
HBT
731
Hills Bank & Trust
Iowa
$533K -$1.96K -10 -0.4%
CAM
732
Cresset Asset Management
Illinois
$527K -$33.1K -169 -6%
SAI
733
Systematic Alpha Investments
New Jersey
$525K +$494K +2,521 New
CCM
734
Carlson Capital Management
Minnesota
$524K +$45.5K +232 +11%
PCS
735
Personal CFO Solutions
New Jersey
$524K +$494K +2,518 New
EWA
736
EP Wealth Advisors
California
$522K +$1.37K +7 +0.3%
BMC
737
Beaton Management Company
Massachusetts
$521K – – –
CPA
738
Capital Planning Advisors
California
$520K – – –
GTAM
739
Global Trust Asset Management
Florida
$513K +$483K +2,465 New
TAM
740
Trust Asset Management
Texas
$503K +$105K +535 +28%
AWE
741
Avidian Wealth Enterprises
Texas
$502K -$71.4K -364 -13%
M
742
MOTCO
Texas
$500K +$261K +1,332 +125%
PWLP
743
Prio Wealth Limited Partnership
Massachusetts
$499K – – –
MGIA
744
Moneta Group Investment Advisors
Missouri
$496K +$45.9K +234 +11%
WW
745
Waterfront Wealth
Kansas
$492K +$463K +2,363 New
MAM
746
Martingale Asset Management
Massachusetts
$490K -$609K -3,104 -57%
BCB
747
Brian C. Broderick
$489K – – –
FF
748
FourThought Financial
Florida
$487K +$460K +2,343 New
TMAM
749
Tokio Marine Asset Management
Japan
$486K +$23.1K +118 +5%
CIA
750
Choate Investment Advisors
Massachusetts
$483K +$3.53K +18 +0.8%