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Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
551
Carlton Hofferkamp & Jenks Wealth Management
Texas
$946K -$188K -4,026 -14%
PI
552
PFG Investments
New York
$945K +$2.19K +47 +0.2%
CAM
553
Cresset Asset Management
Illinois
$936K -$2.72M -58,344 -71%
MNBTD
554
Moody National Bank Trust Division
Texas
$935K -$95.9K -2,055 -8%
FFA
555
First Foundation Advisors
California
$931K -$28.4K -608 -3%
SHFA
556
SS&H Financial Advisors
Michigan
$930K +$140K +2,990 +15%
CAM
557
Columbia Asset Management
Michigan
$925K -$152K -3,264 -12%
CSP
558
Cary Street Partners
Virginia
$917K +$1.07M +22,842 New
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
$914K -$93.3K -2,000 -8%
BBHC
560
Brown Brothers Harriman & Co
New York
$912K -$55K -1,178 -5%
UCFA
561
United Capital Financial Advisors
Texas
$901K -$92.7K -1,986 -8%
NMIMC
562
Northwestern Mutual Investment Management Company
Wisconsin
$892K +$700 +15 +0.1%
PP
563
Patten & Patten
Tennessee
$888K -$253K -5,431 -20%
TC
564
TwinBeech Capital
New York
$885K -$196K -4,203 -16%
ECM
565
Everence Capital Management
Indiana
$883K +$363K +7,770 +55%
VF
566
Vest Financial
Virginia
$879K -$348K -7,452 -25%
EH
567
Equitable Holdings
New York
$876K -$275K -5,895 -21%
GCM
568
Greenland Capital Management
New York
$874K +$1.02M +21,781 New
PFS
569
Prospera Financial Services
Texas
$871K -$68.6K -1,470 -6%
CB
570
CNB Bank
Pennsylvania
$866K +$32.4K +695 +3%
1SB
571
1ST Source Bank
Indiana
$861K +$16.2K +347 +2%
WA
572
Waverly Advisors
Alabama
$859K -$9.38K -201 -0.9%
YP
573
YANKCOM Partnership
South Dakota
$859K +$998K +21,394 New
PCMM
574
Piedmont Capital Management (Montana)
Montana
$855K +$327 +7 +0%
LBC
575
Lowe Brockenbrough & Co
Virginia
$851K -$12.4K -266 -1%