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Name Holding Trade Value Shares
Change
Change in
Stake
VT
401
Vise Technologies
New York
$617K +$616K +11,334 New
FT
402
Fiduciary Trust
Massachusetts
$615K – – –
Bessemer Group
403
Bessemer Group
New Jersey
$608K -$56.1K -1,032 -8%
EM
404
Excalibur Management
Massachusetts
$604K -$760 -14 -0.1%
SW
405
SVB Wealth
Massachusetts
$603K +$37.4K +689 +7%
EI
406
Ellevest Inc
New York
$602K +$92.6K +1,704 +18%
HIMCH
407
Hartford Investment Management Co (HIMCO)
Connecticut
$600K – – –
PFPT
408
Pinnacle Financial Partners (Tennessee)
Tennessee
$597K – – –
SFA
409
Sequoia Financial Advisors
Ohio
$591K +$135K +2,484 +30%
EHC
410
Everett Harris & Co
California
$590K – – –
BA
411
Ballew Advisors
Mississippi
$590K +$19.1K +352 +4%
CF
412
Centaurus Financial
California
$587K -$41.1K -756 -7%
CPA
413
Cardiff Park Advisors
California
$587K +$6.46K +119 +1%
GJIC
414
Gamble Jones Investment Counsel
California
$582K +$115K +2,120 +25%
Brown Advisory
415
Brown Advisory
Maryland
$581K -$1.28M -23,544 -69%
BGC
416
Beutel, Goodman & Co
Ontario, Canada
$575K +$42.1K +776 +8%
SCA
417
Stonebridge Capital Advisors
Minnesota
$573K -$1.26M -23,116 -69%
GI
418
GAMCO Investors
Connecticut
$572K -$114K -2,093 -17%
PTC
419
Private Trust Company
Ohio
$564K -$179K -3,297 -24%
ZCA
420
Zeke Capital Advisors
Pennsylvania
$563K +$85.8K +1,579 +18%
PAMG
421
Patton Albertson Miller Group
Tennessee
$559K +$6.52K +120 +1%
GIA
422
Gladstone Institutional Advisory
Florida
$555K -$387K -7,133 -41%
FLAM
423
First Light Asset Management
Minnesota
$548K – – –
AWA
424
Aaron Wealth Advisors
Illinois
$546K -$17.7K -326 -3%
RI
425
Ridgewood Investments
New Jersey
$544K -$902K -16,614 -62%