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Name Holding Trade Value Shares
Change
Change in
Stake
AI
576
ArchPoint Investors
Florida
$1.03M
PFO
577
Pathstone Family Office
New Jersey
$1.02M +$221K +1,022 +26%
CAM
578
Cypress Asset Management
Texas
$1.02M -$17.3K -80 -2%
V
579
Veritable
Delaware
$1M +$341K +1,577 +48%
PCH
580
Polar Capital Holdings
United Kingdom
$999K +$6.7K +31 +0.6%
KTC
581
Kistler-Tiffany Companies
Pennsylvania
$989K +$111K +515 +12%
DT
582
Diversified Trust
Tennessee
$987K +$560K +2,588 +116%
AAMC
583
Asset Allocation & Management Company
Illinois
$986K
BS
584
Banco Santander
Spain
$983K -$245K -1,132 -19%
MBT
585
Montecito Bank & Trust
California
$982K -$372K -1,718 -26%
EC
586
Estate Counselors
Wisconsin
$981K
SIA
587
Schechter Investment Advisors
Michigan
$974K -$182K -840 -15%
AIC
588
Argus Investors Counsel
New York
$972K +$110K +507 +12%
Nomura Holdings
589
Nomura Holdings
Japan
$966K +$477K +2,207 +85%
Lazard Asset Management
590
Lazard Asset Management
New York
$964K -$30M -138,850 -97%
TA
591
TFG Advisers
Michigan
$950K -$216 -1 -0%
NSIM
592
North Star Investment Management
Illinois
$949K +$216 +1 +0%
STCOSD
593
Sageworth Trust Company of South Dakota
South Dakota
$947K -$418K -1,933 -30%
SJIM
594
St. Johns Investment Management
Florida
$934K -$3.03K -14 -0.3%
TCOV
595
Trust Company of Vermont
Vermont
$927K +$239K +1,107 +32%
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$925K -$8.16M -37,752 -89%
ISWM
597
Independent Solutions Wealth Management
New York
$907K +$22.1K +102 +2%
PA
598
PFG Advisors
Arizona
$902K +$78.9K +365 +9%
CWA
599
Consilium Wealth Advisory
Texas
$894K +$22.9K +106 +2%
GCA
600
Genesee Capital Advisors
New York
$891K +$232K +1,071 +33%