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Name Holding Trade Value Shares
Change
Change in
Stake
WP
826
WMS Partners
Maryland
$677K – – –
CG
827
Caprock Group
Idaho
$675K -$6.3K -29 -0.9%
P
828
Pitcairn
Pennsylvania
$674K -$39.3K -181 -5%
CFA
829
Cahill Financial Advisors
Minnesota
$673K +$869 +4 +0.1%
IWM
830
IHT Wealth Management
Illinois
$673K +$495K +2,278 +231%
SCA
831
Stonebridge Capital Advisors
Minnesota
$672K -$82.6K -380 -10%
MIM
832
Meridiem Investment Management
United Kingdom
$666K – – –
LIM
833
Leavell Investment Management
Alabama
$664K – – –
GDP
834
Great Diamond Partners
Maine
$663K -$4.56K -21 -0.6%
HI
835
Humankind Investments
New York
$663K +$252K +1,161 +56%
NAM
836
NorthCoast Asset Management
Connecticut
$658K +$1.74K +8 +0.3%
ESB
837
Essex Savings Bank
Connecticut
$654K -$18K -83 -3%
SWM
838
Spire Wealth Management
Virginia
$652K +$94.3K +434 +16%
IFG
839
Investors Financial Group
Minnesota
$650K +$217 +1 +0%
TAM
840
Tocqueville Asset Management
New York
$644K +$5.43K +25 +0.8%
NFC
841
Northeast Financial Consultants
Connecticut
$641K – – –
SFG
842
SNS Financial Group
Minnesota
$638K +$30K +138 +5%
SWM
843
Segment Wealth Management
Texas
$637K -$4.35K -20 -0.6%
CI
844
Conning Inc
Connecticut
$635K -$75K -345 -10%
PCA
845
Peddock Capital Advisors
Massachusetts
$633K +$20.4K +94 +3%
JIC
846
Johnson Investment Counsel
Ohio
$631K -$145K -668 -18%
SWP
847
Strategic Wealth Partners
Ohio
$625K +$660K +3,036 New
PCM
848
Parsons Capital Management
Rhode Island
$623K +$14.1K +65 +2%
KC
849
Kepos Capital
New York
$623K +$384K +1,766 +140%
TCB
850
Texas Capital Bancshares
Texas
$617K +$1.96K +9 +0.3%