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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Modera Wealth Management
New Jersey
$333K
GCA
552
Greenwood Capital Associates
South Carolina
$333K +$2.75K +25 +0.9%
HJGA
553
Hardman Johnston Global Advisors
Connecticut
$329K
NG
554
Northstar Group
New York
$328K
SBSB
555
Sullivan, Bruyette, Speros & Blaney
Virginia
$328K
BSW
556
Buckingham Strategic Wealth
Missouri
$326K +$316K +2,875 New
SCA
557
Sippican Capital Advisors
Massachusetts
$324K
MWAC
558
Mariner Wealth Advisors (Cincinnati)
Ohio
$319K
SFI
559
SPC Financial Inc
Maryland
$312K
CIC
560
Carnegie Investment Counsel
Ohio
$309K +$101K +916 +42%
AWM
561
Avior Wealth Management
Nebraska
$309K +$300K +2,723 New
MRCM
562
M&R Capital Management
New Jersey
$308K
FNBT
563
FineMark National Bank & Trust
Florida
$306K
CP
564
Coho Partners
Pennsylvania
$305K
WP
565
WMS Partners
Maryland
$302K -$9.46K -86 -3%
TCOV
566
Trust Company of Vermont
Vermont
$301K
Fiera Capital (Canada)
567
Fiera Capital (Canada)
Quebec, Canada
$299K
EWM
568
Evercore Wealth Management
New York
$295K -$16.5K -150 -5%
BP
569
Ballentine Partners
Massachusetts
$294K +$24.9K +226 +10%
AssetMark Inc
570
AssetMark Inc
California
$288K -$13K -118 -4%
SC
571
Schulhoff & Co
Ohio
$287K
CYG
572
Clean Yield Group
Vermont
$284K
CB
573
Community Bank
New York
$284K
FDCC
574
Foster Dykema Cabot & Co
Massachusetts
$283K
Bessemer Group
575
Bessemer Group
New Jersey
$283K +$59.3K +539 +28%