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Name Holding Trade Value Shares
Change
Change in
Stake
CG
826
Caprock Group
Idaho
$675K -$6.3K -29 -0.9%
P
827
Pitcairn
Pennsylvania
$674K -$39.3K -181 -5%
CFA
828
Cahill Financial Advisors
Minnesota
$673K +$869 +4 +0.1%
IWM
829
IHT Wealth Management
Illinois
$673K +$495K +2,278 +231%
SCA
830
Stonebridge Capital Advisors
Minnesota
$672K -$82.6K -380 -10%
MIM
831
Meridiem Investment Management
United Kingdom
$666K
LIM
832
Leavell Investment Management
Alabama
$664K
GDP
833
Great Diamond Partners
Maine
$663K -$4.56K -21 -0.6%
HI
834
Humankind Investments
New York
$663K +$252K +1,161 +56%
NAM
835
NorthCoast Asset Management
Connecticut
$658K +$1.74K +8 +0.3%
ESB
836
Essex Savings Bank
Connecticut
$654K -$18K -83 -3%
SWM
837
Spire Wealth Management
Virginia
$652K +$94.3K +434 +16%
IFG
838
Investors Financial Group
Minnesota
$650K +$217 +1 +0%
TAM
839
Tocqueville Asset Management
New York
$644K +$5.43K +25 +0.8%
NFC
840
Northeast Financial Consultants
Connecticut
$641K
SFG
841
SNS Financial Group
Minnesota
$638K +$30K +138 +5%
SWM
842
Segment Wealth Management
Texas
$637K -$4.35K -20 -0.6%
CI
843
Conning Inc
Connecticut
$635K -$75K -345 -10%
PCA
844
Peddock Capital Advisors
Massachusetts
$633K +$20.4K +94 +3%
JIC
845
Johnson Investment Counsel
Ohio
$631K -$145K -668 -18%
SWP
846
Strategic Wealth Partners
Ohio
$625K +$660K +3,036 New
PCM
847
Parsons Capital Management
Rhode Island
$623K +$14.1K +65 +2%
KC
848
Kepos Capital
New York
$623K +$384K +1,766 +140%
TCB
849
Texas Capital Bancshares
Texas
$617K +$1.96K +9 +0.3%
ED
850
Exane Derivatives
France
$612K +$340K +1,563 +119%