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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
451
Mitchell & Pahl Private Wealth
Oklahoma
$271K +$30.6K +156 +11%
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$269K -$14.7K -75 -5%
TC
453
TownSquare Capital
Utah
$269K +$307K +1,568 New
TCBWMS
454
Texas Capital Bank Wealth Management Services
Texas
$267K +$37.2K +190 +14%
P
455
Pitcairn
Pennsylvania
$259K +$5.29K +27 +2%
TSS
456
Two Sigma Securities
New York
$259K +$295K +1,508 New
AIP
457
Ameritas Investment Partners
Nebraska
$258K -$18.2K -93 -6%
CI
458
Cigna Investments
Connecticut
$258K -$12.3K -63 -4%
WT
459
Washington Trust
Rhode Island
$257K – – –
Vontobel Holding
460
Vontobel Holding
Switzerland
$255K -$29.8K -152 -9%
YIH
461
Y-Intercept (HK)
Hong Kong
$252K +$288K +1,470 New
WSFS
462
Wilmington Savings Fund Society
Delaware
$252K – – –
NIMI
463
Natixis Investment Managers International
France
$252K +$44.1K +225 +18%
OFG
464
Oxford Financial Group
Indiana
$251K -$392 -2 -0.1%
SFG
465
SNS Financial Group
Minnesota
$251K +$1.18K +6 +0.4%
GT
466
Greenleaf Trust
Michigan
$251K +$63.5K +324 +28%
AC
467
Allstate Corporation
Illinois
$247K -$151K -769 -35%
ASN
468
Advisory Services Network
Georgia
$246K +$281K +1,433 New
TI
469
Tidal Investments
Wisconsin
$243K +$9.21K +47 +3%
PI
470
Pettee Investors
Connecticut
$242K -$83.3K -425 -23%
MOS
471
MGO One Seven
Ohio
$241K +$45.8K +234 +20%
DWA
472
Douglass Winthrop Advisors
New York
$240K – – –
PNC
473
Park National Corp
Ohio
$240K +$274K +1,400 New
ZCA
474
Zeke Capital Advisors
Pennsylvania
$237K -$1.18K -6 -0.4%
DDPIC
475
Deroy & Devereaux Private Investment Counsel
Michigan
$234K – – –