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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1001
Keebeck Wealth Management
Illinois
$347K +$95.1K +5,000 +32%
MWM
1002
Modera Wealth Management
New Jersey
$346K -$345K -18,154 -47%
ESCM
1003
Echo Street Capital Management
New York
$346K -$78.9K -4,151 -17%
SIMG
1004
Sonora Investment Management Group
Arizona
$346K +$46.4K +2,442 +14%
First Manhattan
1005
First Manhattan
New York
$345K -$187K -9,860 -33%
BMA
1006
Brooks Moore & Associates
Tennessee
$345K
S
1007
Seeyond
France
$344K -$837K -43,999 -68%
TFS
1008
Thoroughbred Financial Services
Tennessee
$344K -$4.39K -231 -1%
CAM
1009
Cacti Asset Management
Georgia
$342K
QCG
1010
Quadrant Capital Group
Ohio
$342K +$8.61K +453 +2%
BIM
1011
Baldwin Investment Management
Pennsylvania
$342K +$384K +20,200 New
LNWTC
1012
Laird Norton Wetherby Trust Company
Washington
$341K +$48.3K +2,540 +14%
PWS
1013
Precision Wealth Strategies
Missouri
$341K +$384K +20,178 New
PWMG
1014
Pinnacle Wealth Management Group
Michigan
$340K +$44.1K +2,320 +13%
SIA
1015
Schechter Investment Advisors
Michigan
$340K +$146K +7,669 +61%
CRWM
1016
Castle Rock Wealth Management
California
$339K +$82.9K +4,360 +26%
FFS
1017
Founders Financial Securities
Maryland
$338K -$24.2K -1,272 -6%
TCBWMS
1018
Texas Capital Bank Wealth Management Services
Texas
$338K
BHBT
1019
Burke & Herbert Bank & Trust
Virginia
$338K +$17.6K +928 +5%
M
1020
Mirova
France
$335K -$209 -11 -0.1%
NIMI
1021
Natixis Investment Managers International
France
$335K +$377K +19,828 New
AWM
1022
Angeles Wealth Management
California
$334K +$376K +19,754 New
P
1023
&Partners
Tennessee
$332K +$761 +40 +0.2%
SPI
1024
Sutton Place Investors
New York
$332K +$84.6K +4,451 +25%
EP
1025
Eudaimonia Partners
Tennessee
$332K +$374K +19,656 New