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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
Perigon Wealth Management
California
$313K +$319K +3,000 New
MWM
577
Modera Wealth Management
New Jersey
$312K – – –
B
578
Bellecapital
Switzerland
$312K +$309K +2,911 New
HJGA
579
Hardman Johnston Global Advisors
Connecticut
$311K – – –
BC
580
Brookfield Corp
Ontario, Canada
$311K +$308K +2,900 New
IBOK
581
Independence Bank of Kentucky
Kentucky
$309K -$22.3K -210 -7%
SBSB
582
Sullivan, Bruyette, Speros & Blaney
Virginia
$309K – – –
TC
583
Trilogy Capital
California
$308K -$59.1K -556 -16%
ATC
584
Argent Trust Co
Tennessee
$307K -$4.78K -45 -2%
HCM
585
Hutner Capital Management
Vermont
$307K +$34.7K +326 +13%
SCA
586
Sippican Capital Advisors
Massachusetts
$305K – – –
Nuveen
587
Nuveen
North Carolina
$303K +$1.38K +13 +0.5%
SWA
588
SFMG Wealth Advisors
Texas
$299K +$296K +2,787 New
TSS
589
Two Sigma Securities
New York
$298K +$295K +2,778 New
KRSITF
590
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$297K +$14.2K +134 +5%
BF
591
BOK Financial
Oklahoma
$297K +$15.3K +144 +5%
HAIM
592
Hunter Associates Investment Management
Pennsylvania
$296K – – –
EWM
593
Evercore Wealth Management
New York
$296K +$10.6K +100 +4%
BMC
594
Beaton Management Company
Massachusetts
$294K -$10.6K -100 -4%
PFS
595
Prospera Financial Services
Texas
$291K +$290K +2,728 New
FNBT
596
FineMark National Bank & Trust
Florida
$289K – – –
MRCM
597
M&R Capital Management
New Jersey
$285K -$67K -630 -19%
IA
598
IFG Advisory
Georgia
$285K -$30K -282 -10%
TCOV
599
Trust Company of Vermont
Vermont
$285K -$5.53K -52 -2%
SI
600
Stephens Inc
Arkansas
$285K -$1.59K -15 -0.6%