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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
651
Signet Financial Management
New Jersey
$359K +$14.5K +1,300 +4%
PWM
652
Perigon Wealth Management
California
$357K -$479K -42,875 -57%
GRP
653
Global Retirement Partners
California
$357K +$73.6K +6,594 +26%
RC
654
Reik & Co
New York
$354K – – –
HT
655
HighTower Trust
Texas
$353K -$102K -9,100 -22%
BHWM
656
Bar Harbor Wealth Management
New Hampshire
$353K -$67.8K -6,076 -16%
SC
657
Savant Capital
Illinois
$353K -$41.9K -3,751 -11%
SBSB
658
Sullivan, Bruyette, Speros & Blaney
Virginia
$351K +$22.3K +2,000 +7%
IB
659
Intrust Bank
Kansas
$346K -$109K -9,732 -24%
ICM
660
IMS Capital Management
Oregon
$346K -$12.4K -1,108 -3%
FWP
661
FAS Wealth Partners
Kansas
$341K +$6.68K +598 +2%
CHC
662
City Holding Co
West Virginia
$339K – – –
SW
663
SVB Wealth
Massachusetts
$339K +$213K +19,063 +170%
AF
664
Allworth Financial
California
$332K +$22.6K +2,025 +7%
CRC
665
Curi RMB Capital
Illinois
$329K -$2.52M -225,336 -88%
SB
666
Suntrust Banks
Georgia
$329K -$44.3K -3,970 -12%
ARTA
667
A.R.T. Advisors
New York
$327K -$2.07M -185,000 -86%
CC
668
Courier Capital
New York
$327K +$55.9K +5,004 +21%
BA
669
Bristol Advisors
Pennsylvania
$325K +$324K +29,000 New
DWM
670
Darwin Wealth Management
Florida
$323K -$78 -7 -0%
CIBC Private Wealth Group
671
CIBC Private Wealth Group
Georgia
$322K -$10.3K -921 -3%
PTC
672
Private Trust Company
Ohio
$322K +$43K +3,855 +15%
FIM
673
Fruth Investment Management
Texas
$321K +$5.58K +500 +2%
DWM
674
Doyle Wealth Management
Florida
$321K +$37.6K +3,364 +13%
BMC
675
Beaton Management Company
Massachusetts
$320K +$319K +28,582 New