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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
576
Pathstone Family Office
New Jersey
$2.3M +$451K +1,995 +26%
TNA
577
True North Advisors
Texas
$2.28M +$481K +2,128 +28%
AT
578
American Trust
Kentucky
$2.28M +$2.19M +9,705 New
CSIC
579
Clifford Swan Investment Counsel
California
$2.27M -$5.65K -25 -0.3%
Bessemer Group
580
Bessemer Group
New Jersey
$2.26M +$402K +1,777 +23%
VT
581
Vise Technologies
New York
$2.25M +$2.17M +9,606 New
PWM
582
Perigon Wealth Management
California
$2.23M +$34.4K +152 +2%
MYLI
583
Meiji Yasuda Life Insurance
Japan
$2.23M +$587K +2,596 +37%
Northwestern Mutual Wealth Management
584
Northwestern Mutual Wealth Management
Wisconsin
$2.23M +$373K +1,651 +21%
LC
585
Lincoln Capital
Nebraska
$2.22M -$10.4K -46 -0.5%
GCL
586
Gouws Capital LLC
North Carolina
$2.21M +$2.13M +9,403 New
IA
587
IFP Advisors
Florida
$2.2M +$64.4K +285 +3%
CBB
588
Citizens Business Bank
California
$2.17M -$26.4K -117 -1%
AC
589
Abbrea Capital
California
$2.16M +$38.4K +170 +2%
PWLP
590
Prio Wealth Limited Partnership
Massachusetts
$2.14M -$367K -1,625 -15%
CFB
591
Cullen/Frost Bankers
Texas
$2.13M -$181K -803 -8%
CC
592
Chicago Capital
Illinois
$2.11M +$13.3K +59 +0.7%
BTWM
593
Baker Tilly Wealth Management
Wisconsin
$2.1M +$104K +460 +5%
SFS
594
Stiles Financial Services
Minnesota
$2.09M +$2.09M +9,235 New
PAS
595
Park Avenue Securities
New York
$2.08M -$187K -826 -9%
V
596
Veritable
Delaware
$2.08M +$16K +71 +0.8%
BLC
597
Brown, Lisle/Cummings
Rhode Island
$2.06M +$1.98M +8,760 New
NME
598
Notis-McConarty Edward
$2.03M
SIA
599
Sit Investment Associates
Minnesota
$2.02M -$4.82M -21,335 -71%
FF
600
Fluent Financial
Texas
$2.02M