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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Meridian Wealth Management
Kentucky
$5.57M -$55.7K -101 -1%
WEG
902
World Equity Group
Illinois
$5.54M -$193K -350 -3%
MBT
903
Montecito Bank & Trust
California
$5.53M -$176K -319 -3%
BS
904
Banco Santander
Spain
$5.5M -$2.53M -4,591 -32%
MNBTD
905
Moody National Bank Trust Division
Texas
$5.47M +$549K +994 +11%
LPT
906
Legacy Private Trust
Wisconsin
$5.44M -$50.8K -92 -0.9%
MG
907
Mather Group
Illinois
$5.42M +$1.9M +3,444 +56%
CI
908
Carroll Investors
South Carolina
$5.42M -$397K -720 -7%
FFN
909
Focus Financial Network
Minnesota
$5.41M -$27K -49 -0.5%
BFG
910
Bleakley Financial Group
New Jersey
$5.37M -$476K -862 -8%
EAM
911
Eagle Asset Management
Florida
$5.37M -$158K -286 -3%
JAG
912
Journey Advisory Group
Kentucky
$5.36M +$229K +414 +5%
Jones Financial Companies
913
Jones Financial Companies
Missouri
$5.36M +$171K +310 +3%
AT
914
American Trust
Kentucky
$5.33M -$232K -421 -4%
CL
915
Choreo LLC
Illinois
$5.31M -$5.52K -10 -0.1%
HSA
916
HBK Sorce Advisory
Pennsylvania
$5.3M +$30.4K +55 +0.6%
CI
917
CX Institutional
Indiana
$5.3M +$87.2K +158 +2%
ACM
918
Ayrshire Capital Management
Connecticut
$5.29M -$19.3K -35 -0.4%
IWM
919
IHT Wealth Management
Illinois
$5.28M -$34.2K -62 -0.7%
VA
920
Vident Advisory
Georgia
$5.26M +$5.14M +9,309 New
PC
921
Pecaut & Co
Iowa
$5.26M -$181K -328 -3%
ADL
922
Asset Dedication LLC
California
$5.24M -$85.6K -155 -2%
GGHC
923
Gilder Gagnon Howe & Co
New York
$5.23M -$61.8K -112 -1%
ILI
924
Invesco LLC (Illinois)
Illinois
$5.21M +$55.2K +100 +1%
BP
925
Ballentine Partners
Massachusetts
$5.2M +$555K +1,005 +12%