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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
201
Sandy Spring Bank
Maryland
$4.14M -$208K -1,164 -5%
CG
202
Colony Group
Massachusetts
$4.01M -$18K -101 -0.4%
CAM
203
Cresset Asset Management
Illinois
$3.98M +$3.06M +17,154 +297%
GWM
204
Graybill Wealth Management
Illinois
$3.93M +$172K +966 +4%
WP
205
WMS Partners
Maryland
$3.92M -$291K -1,628 -7%
KPWS
206
Kestra Private Wealth Services
Texas
$3.89M +$155K +866 +4%
MA
207
Montag & Associates
Georgia
$3.86M +$179 +1 +0%
ACIM
208
Azimuth Capital Investment Management
Michigan
$3.8M -$3.23M -18,083 -45%
IWC
209
Integrated Wealth Concepts
Massachusetts
$3.77M +$68K +381 +2%
Bessemer Group
210
Bessemer Group
New Jersey
$3.74M +$2.26M +12,675 +142%
PAI
211
Pittenger & Anderson Inc
Nebraska
$3.71M
MKA
212
M. Kulyk & Associates
Georgia
$3.7M -$100K -562 -3%
CTC
213
Central Trust Company
Missouri
$3.7M -$121K -675 -3%
MPIM
214
McGinn Penninger Investment Management
Virginia
$3.67M -$536 -3 -0%
FT
215
Fiduciary Trust
Massachusetts
$3.6M +$179K +1,000 +5%
PWAG
216
Polaris Wealth Advisory Group
California
$3.55M -$138K -773 -4%
CWP
217
Cyndeo Wealth Partners
Florida
$3.53M +$489K +2,738 +16%
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
$3.52M +$3.62M +20,286 New
EGA
219
Eagle Global Advisors
Texas
$3.44M +$211K +1,182 +6%
Harris Associates
220
Harris Associates
Illinois
$3.39M -$89.3K -500 -2%
CNFG
221
Creegan & Nassoura Financial Group
New Hampshire
$3.38M -$9.64K -54 -0.3%
MWA
222
Meridian Wealth Advisors
Texas
$3.38M +$12.1K +68 +0.4%
FAB
223
First American Bank
Illinois
$3.38M +$43.2K +242 +1%
BZWA
224
Blue Zone Wealth Advisors
California
$3.35M +$27.1K +152 +0.8%
WP
225
WealthPLAN Partners
Nebraska
$3.34M -$4M -22,427 -54%