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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
901
TD Private Client Wealth
New York
$295K -$320K -6,867 -48%
WIC
902
Wilkins Investment Counsel
Massachusetts
$294K
HA
903
Herold Advisors
New York
$292K -$9.19K -197 -3%
EWM
904
Evercore Wealth Management
New York
$291K +$607 +13 +0.2%
PNC
905
Park National Corp
Ohio
$291K -$79.6K -1,705 -19%
CI
906
Cigna Investments
Connecticut
$291K
SF
907
Symphony Financial
Texas
$289K -$31K -664 -9%
LNWWM
908
Laird Norton Wetherby Wealth Management
California
$289K -$150K -3,208 -31%
ECG
909
Edge Capital Group
Georgia
$286K -$11.8K -252 -3%
CF
910
Centaurus Financial
California
$286K -$36.8K -788 -10%
ST
911
Smithfield Trust
Pennsylvania
$286K -$16.7K -357 -5%
NFG
912
Nations Financial Group
Iowa
$286K -$83.1K -1,781 -20%
BWM
913
BigSur Wealth Management
Florida
$286K
APW
914
Austin Private Wealth
Texas
$283K +$97.1K +2,081 +42%
BBNA
915
Bremer Bank National Association
Minnesota
$283K -$1.4K -30 -0.4%
JFG
916
Jefferies Financial Group
New York
$283K -$304K -6,510 -48%
HSA
917
HBK Sorce Advisory
Pennsylvania
$281K -$35.1K -753 -10%
AWA
918
Acorn Wealth Advisors
Michigan
$279K +$23.7K +508 +8%
4A
919
4Wealth Advisors
Illinois
$279K +$325K +6,956 New
QCG
920
Quadrant Capital Group
Ohio
$278K -$8.45K -181 -3%
DP
921
Dearborn Partners
Illinois
$278K -$17.7K -380 -5%
BBI
922
Baxter Bros Inc
Connecticut
$277K -$175K -3,747 -35%
Lazard Asset Management
923
Lazard Asset Management
New York
$277K -$25.1K -539 -7%
EWA
924
Exencial Wealth Advisors
Oklahoma
$276K -$8.77K -188 -3%
TA
925
TrueWealth Advisors
Alabama
$275K +$55.1K +1,182 +21%