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Name Holding Trade Value Shares
Change
Change in
Stake
CC
526
Courier Capital
New York
$443K
RG
527
Rikoon Group
New Mexico
$443K
WA
528
WBH Advisory
Maryland
$439K +$3.81K +35 +0.9%
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$426K -$2.83K -26 -0.7%
B
530
Bellecapital
Switzerland
$414K +$75.3K +692 +24%
RAG
531
Roof Advisory Group
Pennsylvania
$408K +$2.5K +23 +0.7%
MA
532
MUFG Americas
New York
$407K -$19.1K -175 -5%
GT
533
Glenview Trust
Kentucky
$407K
ONB
534
Old National Bancorp
Indiana
$407K
RCM
535
RB Capital Management
Nevada
$407K +$1.63K +15 +0.4%
DWA
536
Douglass Winthrop Advisors
New York
$406K -$54.4K -500 -12%
SVWA
537
Sound View Wealth Advisors
Georgia
$402K +$109 +1 +0%
TCOT
538
Trust Company of Toledo
Ohio
$395K
HT
539
Heritage Trust
Oklahoma
$395K +$366K +3,360 +4,000%
AAM
540
Azzad Asset Management
Virginia
$395K +$30.2K +277 +9%
BCM
541
Bienville Capital Management
New York
$390K -$980 -9 -0.3%
AP
542
Advisor Partners
California
$386K -$51.8K -476 -12%
MA
543
Montag & Associates
Georgia
$384K -$155K -1,420 -30%
LC
544
Lincoln Capital
Nebraska
$380K -$1.52K -14 -0.4%
BIM
545
Bridges Investment Management
Nebraska
$378K +$31.8K +292 +10%
EFS
546
Essex Financial Services
Connecticut
$375K +$16.1K +148 +5%
ISB
547
Iowa State Bank
Iowa
$370K -$5.99K -55 -2%
KA
548
Klingman & Associates
New York
$367K
11A
549
10-15 Associates
New York
$361K -$35.1K -322 -9%
HL
550
HeadInvest LLC
Maine
$356K -$338K -3,100 -50%