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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
826
Private Trust Company
Ohio
$106K +$21.4K +180 +27%
CIP
827
Castlefield Investment Partners
$105K +$100K +840 New
HCM
828
Hollencrest Capital Management
California
$104K – – –
TFIPS
829
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K +$16.1K +135 +20%
GW&K Investment Management
830
GW&K Investment Management
Massachusetts
$101K +$36.1K +303 +60%
MO
831
McMillan Office
Michigan
$99.8K +$95.3K +800 New
Blue Trust Inc
832
Blue Trust Inc
Georgia
$99.6K +$3.22K +27 +4%
JWA
833
JFS Wealth Advisors
Pennsylvania
$99.1K +$10.2K +86 +12%
Montag & Associates
834
Montag & Associates
Georgia
$99K +$17.3K +145 +22%
Cullen/Frost Bankers
835
Cullen/Frost Bankers
Texas
$98.2K +$34.1K +286 +57%
TWD
836
True Wealth Design
Ohio
$97K -$357 -3 -0.4%
EPAM
837
Evelyn Partners Asset Management
$93.6K – – –
RIL
838
Rothschild Investment LLC
Illinois
$87K +$6.55K +55 +9%
EPG
839
Estate Planners Group
Pennsylvania
$85.5K +$81.6K +685 New
JSAM
840
J. Safra Asset Management
New York
$70.6K +$67.4K +566 New
WETS
841
Wealth Enhancement Trust Services
South Dakota
$68.9K +$65.8K +552 New
MCM
842
MV Capital Management
Maryland
$67.7K -$60.8K -510 -48%
MCF Advisors
843
MCF Advisors
Kentucky
$67.1K +$64.1K +538 New
Baillie Gifford & Co
844
Baillie Gifford & Co
United Kingdom
$63.5K +$4.76K +40 +9%
CoreCap Advisors
845
CoreCap Advisors
Michigan
$57.4K – – –
GWP
846
Gen-Wealth Partners
Michigan
$56.3K +$53.7K +451 New
CSPIA
847
Cary Street Partners Investment Advisory
Virginia
$53.3K +$5K +42 +11%
NS
848
NBC Securities
Alabama
$48K -$192K -1,611 -81%
UMB Bank
849
UMB Bank
Missouri
$45.8K +$1.31K +11 +3%
PWA
850
Physician Wealth Advisors
Utah
$45.1K +$1.31K +11 +3%