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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
726
Baldwin Investment Management
Pennsylvania
$296K -$168 -1 -0.1%
CPIA
727
Cornell Pochily Investment Advisors
New York
$296K
TPCW
728
TD Private Client Wealth
New York
$296K +$7.07K +42 +3%
BRWA
729
B. Riley Wealth Advisors
Florida
$295K +$284K +1,689 New
NFG
730
Nadler Financial Group
Illinois
$293K
BS
731
Bessemer Securities
New York
$290K
HFM
732
Hartford Financial Management
Connecticut
$290K +$168 +1 +0.1%
EFS
733
Essex Financial Services
Connecticut
$287K
TSS
734
Two Sigma Securities
New York
$286K +$277K +1,644 New
MS
735
Madden Securities
Texas
$285K
FNBT
736
FineMark National Bank & Trust
Florida
$285K +$36.9K +219 +15%
PAS
737
Park Avenue Securities
New York
$285K +$39.7K +236 +17%
MA
738
Montag & Associates
Georgia
$283K -$8.42K -50 -3%
SIM
739
Sentry Investment Management
Wisconsin
$283K
CAM
740
Cypress Asset Management
Texas
$282K
KCM
741
Kornitzer Capital Management
Kansas
$281K
ZF
742
Zhang Financial
Michigan
$280K
CG
743
Colony Group
Massachusetts
$280K +$20.9K +124 +8%
WT
744
Whittier Trust
California
$279K -$168 -1 -0.1%
Luther King Capital Management (LKCM)
745
Luther King Capital Management (LKCM)
Texas
$279K +$269K +1,599 New
LTI
746
Laffer Tengler Investments
Tennessee
$272K +$207K +1,230 +374%
FNBTCON
747
First National Bank & Trust Co of Newtown
Pennsylvania
$271K
EWM
748
Evercore Wealth Management
New York
$270K -$67.4K -400 -20%
FWM
749
Frontier Wealth Management
Missouri
$270K -$10.9K -65 -4%
Carson Wealth (CWM LLC)
750
Carson Wealth (CWM LLC)
Nebraska
$270K