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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
326
Financial Architects (New Jersey)
New Jersey
$270K
DGAM
327
Desjardins Global Asset Management
Quebec, Canada
$269K -$12.8K -151 -4%
GT
328
Greenleaf Trust
Michigan
$264K +$339 +4 +0.1%
CIM
329
Chiron Investment Management
New York
$264K +$282K +3,324 New
LNWWM
330
Laird Norton Wetherby Wealth Management
California
$259K +$14.2K +168 +5%
WI
331
WrapManager Inc
California
$254K -$134K -1,581 -33%
ACA
332
Atlas Capital Advisors
Wyoming
$251K +$73.1K +863 +38%
Bessemer Group
333
Bessemer Group
New Jersey
$242K -$39.8K -470 -13%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$239K -$169 -2 -0.1%
HNB
335
Huntington National Bank
Ohio
$239K +$10.3K +121 +4%
ACA
336
Aptus Capital Advisors
Alabama
$239K +$253K +2,987 New
Zurich Cantonal Bank
337
Zurich Cantonal Bank
Switzerland
$235K +$197K +2,324 +363%
SCA
338
Snowden Capital Advisors
New York
$225K -$254 -3 -0.1%
FB
339
Fulton Bank
Pennsylvania
$219K +$233K +2,750 New
PAG
340
Private Advisor Group
New Jersey
$219K +$233K +2,754 New
AG
341
Ascent Group
Virginia
$218K +$214K +2,524 New
HJIM
342
Henry James International Management
New York
$217K
TWP
343
Tempus Wealth Planning
California
$217K +$10.6K +125 +5%
FTDI
344
First Trust Direct Indexing
Massachusetts
$216K
RBC
345
Romano Brothers & Co
Illinois
$215K +$229K +2,700 New
P
346
Pitcairn
Pennsylvania
$215K +$229K +2,708 New
SLG
347
Stanley-Laman Group
Pennsylvania
$214K
CCP
348
Corient Capital Partners
California
$213K
AWM
349
Alterna Wealth Management
Texas
$206K +$219K +2,587 New
Commonwealth Equity Services
350
Commonwealth Equity Services
Massachusetts
$205K +$14.3K +169 +7%