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Name Holding Trade Value Shares
Change
Change in
Stake
CP
851
Covenant Partners
Tennessee
$334K -$11.7K -50 -3%
FT
852
Fiduciary Trust
Massachusetts
$333K -$23.4K -100 -6%
CLOS
853
Compagnie Lombard Odier SCmA
Switzerland
$332K +$98.4K +420 +40%
FPB
854
First PREMIER Bank
South Dakota
$331K – – –
MWPCG
855
Measured Wealth Private Client Group
New Hampshire
$329K -$37.7K -161 -10%
DAS
856
Dynamic Advisor Solutions
Arizona
$329K +$3.52K +15 +1%
CB
857
Cadence Bank
Mississippi
$327K – – –
GIA
858
Gladstone Institutional Advisory
Florida
$324K +$20.2K +86 +6%
SWA
859
Sutton Wealth Advisors
Florida
$321K +$234 +1 +0.1%
SIM
860
Stratos Investment Management
Ohio
$320K +$31.6K +135 +10%
CTA
861
Chesley Taft & Associates
Illinois
$319K +$30.5K +130 +10%
ACP
862
Aviance Capital Partners
Florida
$319K +$48.5K +207 +17%
BAS
863
Brown Advisory Securities
Maryland
$319K +$331K +1,413 New
KA
864
Kovack Advisors
Florida
$318K -$6.09K -26 -2%
EWM
865
Evercore Wealth Management
New York
$318K – – –
SYBT
866
Stock Yards Bank & Trust
Kentucky
$317K – – –
Jones Financial Companies
867
Jones Financial Companies
Missouri
$317K +$18.3K +78 +6%
RE
868
RBC Europe
United Kingdom
$317K -$31.2K -133 -9%
AAM
869
Autus Asset Management
Arizona
$315K – – –
WAM
870
Wallington Asset Management
Indiana
$314K – – –
BP
871
Ballentine Partners
Massachusetts
$313K +$3.75K +16 +1%
CFD
872
Creative Financial Designs
Indiana
$312K -$23.4K -100 -7%
MA
873
MUFG Americas
New York
$312K +$5.86K +25 +2%
HIIFS
874
Harel Insurance Investments & Financial Services
Israel
$311K -$1.09M -4,642 -77%
FWM
875
Focused Wealth Management
New York
$311K +$234 +1 +0.1%