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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
576
Corient Capital Partners
California
$222K +$205K +8,460 New
CG
577
Colony Group
Massachusetts
$221K +$204K +8,404 New
BFA
578
Beaumont Financial Advisors
Massachusetts
$221K +$204K +8,424 New
Brown Advisory
579
Brown Advisory
Maryland
$215K -$36.4K -1,504 -16%
UB
580
UMB Bank
Missouri
$212K
S
581
SignatureFD
Georgia
$212K +$872 +36 +0.4%
WAM
582
Wealthspire Advisors (Maryland)
Maryland
$211K -$816K -33,676 -81%
HNB
583
Huntington National Bank
Ohio
$211K +$2.81K +116 +1%
GJIC
584
Gamble Jones Investment Counsel
California
$211K +$194K +8,028 New
GLLW
585
Graves Light Lenhart Wealth
Virginia
$210K +$193K +7,984 New
NFG
586
Nadler Financial Group
Illinois
$210K +$194K +8,000 New
WPW
587
Waldron Private Wealth
Pennsylvania
$209K +$193K +7,964 New
Northwestern Mutual Wealth Management
588
Northwestern Mutual Wealth Management
Wisconsin
$208K +$130K +5,356 +208%
FIM
589
Freedom Investment Management
Connecticut
$207K +$191K +7,872 New
RG
590
Rathbones Group
United Kingdom
$202K -$65.4K -2,700 -26%
PMFA
591
Plante Moran Financial Advisors
Michigan
$198K +$174K +7,200 +2,195%
RTC
592
Riverview Trust Company
Washington
$185K
Bessemer Group
593
Bessemer Group
New Jersey
$180K -$83M -3,428,508 -100%
CAW
594
Cornerstone Advisors (Washington)
Washington
$175K +$3.1K +128 +2%
Carson Wealth (CWM LLC)
595
Carson Wealth (CWM LLC)
Nebraska
$171K
FHA
596
First Horizon Advisors
Tennessee
$169K +$3.58K +148 +2%
IA
597
IndexIQ Advisors
New York
$165K +$152K +6,284 New
RIM
598
Rampart Investment Management
Connecticut
$144K -$1.7M -70,136 -93%
CIA
599
CSat Investment Advisory
Michigan
$136K -$3.1K -128 -2%
MAM
600
Marquette Asset Management
Minnesota
$134K