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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
676
Halbert Hargrove Global Advisors
California
$423K +$207K +12,551 +72%
SBH
677
Segall Bryant & Hamill
Illinois
$422K +$148K +8,959 +43%
SLAM
678
Swiss Life Asset Management
$420K +$490K +29,685 New
NPIT
679
National Penn Investors Trust
Pennsylvania
$420K – – –
PGFC
680
Peapack-Gladstone Financial Corp
New Jersey
$418K +$10.9K +661 +2%
SLG
681
Stanley-Laman Group
Pennsylvania
$415K +$9.55K +579 +2%
ACP
682
Ashfield Capital Partners
California
$412K -$29K -1,757 -6%
GF
683
Gerstein Fisher
New York
$410K +$3.33K +202 +0.7%
TIA
684
Tiemann Investment Advisors
California
$409K -$14.5K -881 -3%
Truist Financial
685
Truist Financial
North Carolina
$408K -$16.4K -991 -3%
IT
686
Investors Trust
Texas
$405K – – –
CT
687
Cambridge Trust
Massachusetts
$401K +$468K +28,342 New
RIM
688
Regent Investment Management
Kentucky
$397K – – –
CHC
689
City Holding Co
West Virginia
$397K +$185K +11,230 +67%
SWP
690
Stratos Wealth Partners
Ohio
$392K -$67.6K -4,098 -13%
PA
691
Pinnacle Associates
New York
$392K +$67.5K +4,093 +17%
GIS
692
Guardian Investor Services
New York
$391K -$13.1K -792 -3%
CT
693
Chicago Trust
Illinois
$391K +$457K +27,675 New
SPC
694
Sigma Planning Corp
Michigan
$387K -$119K -7,194 -21%
CA
695
Cornerstone Advisors
North Carolina
$386K -$1.05M -63,858 -70%
DWM
696
Destination Wealth Management
California
$383K -$33.8K -2,047 -7%
FSA
697
Franklin Street Advisors
North Carolina
$376K -$2.29K -139 -0.5%
SBWM
698
Sunflower Bank Wealth Management
Arizona
$376K – – –
CPP
699
Crow Point Partners
Massachusetts
$372K +$434K +26,307 New
WSFS
700
Wilmington Savings Fund Society
Delaware
$371K -$1.81K -110 -0.4%