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Name Holding Trade Value Shares
Change
Change in
Stake
ST
676
Smithfield Trust
Pennsylvania
$454K
WPW
677
Waldron Private Wealth
Pennsylvania
$450K -$8.28K -296 -2%
UCFA
678
United Capital Financial Advisors
Texas
$447K -$7.83K -280 -2%
CTC
679
Central Trust Company
Missouri
$443K -$2.24K -80 -0.5%
BFA
680
Beaumont Financial Advisors
Massachusetts
$442K +$951 +34 +0.2%
CNC
681
Canandaigua National Corp
New York
$441K +$415K +14,852 New
BP
682
Ballentine Partners
Massachusetts
$440K +$9.62K +344 +2%
CG
683
Caprock Group
Idaho
$440K +$15.7K +560 +4%
BFPW
684
BOK Financial Private Wealth
Colorado
$437K +$27.1K +970 +7%
GWM
685
GDS Wealth Management
Texas
$436K -$895 -32 -0.2%
PK
686
Pflug Koory
Nebraska
$436K
CP
687
CenterBook Partners
Connecticut
$436K +$204K +7,290 +99%
DAM
688
Delta Asset Management
Tennessee
$430K
RC
689
RegentAtlantic Capital
New Jersey
$428K +$43.8K +1,566 +12%
RMDI
690
R.M. Davis Inc
Maine
$426K +$155K +5,532 +63%
CT
691
Caldwell Trust
Florida
$425K
RP
692
Rowlandmiller & Partners
Georgia
$425K
Federated Hermes
693
Federated Hermes
Pennsylvania
$423K +$113K +4,052 +40%
AFS
694
Access Financial Services
Minnesota
$421K -$11.6K -414 -3%
AC
695
Allstate Corporation
Illinois
$419K -$2.19M -78,494 -85%
WJWM
696
Williams Jones Wealth Management
New York
$418K
DA
697
DCM Advisors
New York
$416K -$128K -4,576 -25%
MHC
698
Meyer Handelman Company
New York
$416K
BL
699
Balentine LLC
Georgia
$414K +$143K +5,120 +58%
BFO
700
Boston Family Office
Massachusetts
$413K