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Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
501
LeJeune Puetz Investment Counsel
Michigan
$875K – – –
JIC
502
Joel Isaacson & Co
New York
$868K +$248K +6,598 +43%
CBU
503
CIBC Bank USA
Illinois
$865K -$33.8K -900 -4%
FHB
504
First Hawaiian Bank
Hawaii
$858K -$514K -13,666 -39%
LS
505
Livforsakringsbolaget Skandia
Sweden
$854K +$78.9K +2,100 +11%
SBIA
506
Sheaff Brock Investment Advisors
Indiana
$841K +$556K +14,800 +228%
CB
507
Commerce Bank
Missouri
$832K +$75K +1,994 +10%
P
508
Pitcairn
Pennsylvania
$827K +$160K +4,246 +25%
SCM
509
SOL Capital Management
Maryland
$813K -$3.76K -100 -0.5%
SNT
510
Security National Trust
West Virginia
$813K +$13K +345 +2%
GCP
511
GSA Capital Partners
United Kingdom
$805K -$994K -26,431 -56%
ATC
512
Argent Trust Co
Tennessee
$797K +$16K +425 +2%
OFS
513
OneAscent Financial Services
Alabama
$786K +$748K +19,888 New
ECM
514
Everence Capital Management
Indiana
$779K – – –
S
515
SimplyRich
California
$771K – – –
AP
516
Appleton Partners
Massachusetts
$766K -$4.7K -125 -0.6%
SB
517
Suntrust Banks
Georgia
$760K -$245K -6,528 -25%
TIA
518
Tandem Investment Advisors
South Carolina
$737K +$156K +4,157 +29%
OC
519
Oppenheimer & Co
New York
$730K -$106K -2,811 -13%
WIM
520
Waverton Investment Management
United Kingdom
$727K – – –
IFWM
521
Institute for Wealth Management
Colorado
$712K -$12.4K -329 -2%
SW
522
SVB Wealth
Massachusetts
$710K +$1.69K +45 +0.3%
Nomura Holdings
523
Nomura Holdings
Japan
$708K -$59M -1,570,492 -99%
DZ Bank
524
DZ Bank
Germany
$705K -$1.17M -31,115 -64%
FL
525
Fort LP
Maryland
$705K +$379K +10,070 +129%