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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$855K +$4.68K +48 +0.5%
CFB
502
Cullen/Frost Bankers
Texas
$849K -$50.7K -520 -5%
CL
503
CIM LLC
New York
$842K -$32.7K -336 -4%
CCP
504
Corient Capital Partners
California
$841K +$167K +1,712 +23%
SEM
505
Suncoast Equity Management
Florida
$837K +$3.9K +40 +0.4%
Walleye Trading
506
Walleye Trading
New York
$825K -$3.18M -32,656 -79%
KLC
507
Knowledge Leaders Capital
Colorado
$815K -$92.4K -948 -10%
BTWM
508
Baker Tilly Wealth Management
Wisconsin
$810K +$186K +1,912 +28%
APWM
509
Atlas Private Wealth Management
New York
$808K -$23K -236 -3%
TFP
510
Tilia Fiduciary Partners
North Carolina
$808K +$40.5K +416 +5%
BFM
511
Boston Financial Management
Massachusetts
$806K – – –
SW
512
SVB Wealth
Massachusetts
$806K +$10.1K +104 +1%
HH
513
Hilltop Holdings
Texas
$803K +$12.9K +132 +2%
HNB
514
Huntington National Bank
Ohio
$799K -$7.02K -72 -0.8%
MFGM
515
Marshall Financial Group (Maryland)
Maryland
$797K +$6.63K +68 +0.8%
BBVA
516
Banco Bilbao Vizcaya Argentaria
Spain
$786K -$6.63K -68 -0.8%
CIA
517
Capital Impact Advisors
Massachusetts
$769K -$223K -2,288 -22%
CAMG
518
CWA Asset Management Group
Florida
$748K +$8.19K +84 +1%
WIC
519
Woodmont Investment Counsel
Tennessee
$747K – – –
IC
520
Inverness Counsel
New York
$728K -$28.5K -292 -4%
SXL
521
Summit X LLC
Missouri
$727K -$21.4K -220 -3%
VPI
522
Value Partners Investments
Manitoba, Canada
$724K +$8.57K +88 +1%
QCM
523
Quantinno Capital Management
New York
$717K +$748K +7,676 New
SAM
524
Strategy Asset Managers
California
$711K -$7.79K -80 -1%
PFPT
525
Pinnacle Financial Partners (Tennessee)
Tennessee
$710K -$59.2K -608 -7%