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Name Holding Trade Value Shares
Change
Change in
Stake
Greenleaf Trust
751
Greenleaf Trust
Michigan
$595K +$148K +2,916 +27%
FNBTCON
752
First National Bank & Trust Co of Newtown
Pennsylvania
$594K – – –
JE
753
JMAC Enterprises
Pennsylvania
$594K +$80.9K +1,595 +13%
PTC
754
Private Trust Company
Ohio
$592K -$8.31K -164 -1%
CCP
755
Corient Capital Partners
California
$589K +$13.4K +264 +2%
AWP
756
Ascent Wealth Partners
New York
$589K +$85.4K +1,685 +14%
IAMOG
757
Investors Asset Management of Georgia
Georgia
$587K +$5.07K +100 +0.8%
WSC
758
Wellington Shields & Co
New York
$584K -$6.74K -133 -1%
Ritholtz Wealth Management
759
Ritholtz Wealth Management
New York
$584K +$146K +2,876 +28%
WEG
760
World Equity Group
Illinois
$584K -$150K -2,960 -18%
BAM
761
Blueshift Asset Management
New Jersey
$583K -$1.56M -30,694 -70%
CIAS
762
Capital Investment Advisory Services
North Carolina
$577K +$23.2K +457 +4%
FRM
763
Fox Run Management
Connecticut
$568K -$235K -4,639 -26%
Atlantic Union Bankshares
764
Atlantic Union Bankshares
Virginia
$565K -$25.9K -511 -4%
Valeo Financial Advisors
765
Valeo Financial Advisors
Indiana
$565K +$5.12K +101 +0.8%
FineMark National Bank & Trust
766
FineMark National Bank & Trust
Florida
$564K -$349K -6,883 -35%
DAM
767
Delta Asset Management
Tennessee
$562K +$15.9K +314 +3%
HLOC
768
H.L. Ormond & Company
North Carolina
$558K -$10.4K -205 -2%
Lido Advisors
769
Lido Advisors
California
$558K +$15.4K +303 +3%
BMA
770
Brooks Moore & Associates
Tennessee
$557K – – –
PG
771
Patten Group
Tennessee
$555K -$25.8K -509 -4%
Obermeyer Wealth Partners
772
Obermeyer Wealth Partners
Colorado
$554K -$71.4K -1,408 -10%
BFA
773
Beacon Financial Advisory
Ohio
$553K -$20K -394 -3%
Ferguson Wellman Capital Management
774
Ferguson Wellman Capital Management
Oregon
$553K -$5.37K -106 -0.8%
WIM
775
WealthPlan Investment Management
Nebraska
$553K +$553K +10,899 New