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Name Holding Trade Value Shares
Change
Change in
Stake
HIP
651
Harrell Investment Partners
Texas
$239K +$241K +918 New
DM
652
Deerfield Management
New York
$239K
FT
653
Fiduciary Trust
Massachusetts
$236K +$526 +2 +0.2%
SWM
654
Segment Wealth Management
Texas
$235K
BOH
655
Bank of Hawaii
Hawaii
$234K
CFM
656
Catalyst Funds Management
Australia
$234K +$237K +900 New
FFM
657
Forum Financial Management
Illinois
$234K -$68.6K -261 -23%
BS
658
Banco Santander
Spain
$232K -$4.47K -17 -2%
WDG
659
Wealth Dimensions Group
Ohio
$231K +$1.05K +4 +0.5%
NFG
660
Nations Financial Group
Iowa
$227K -$44.4K -169 -16%
MCM
661
Manchester Capital Management
Vermont
$226K +$20.5K +78 +10%
GS
662
GTS Securities
Florida
$225K +$227K +863 New
SAI
663
Savvy Advisors Inc
New York
$224K +$227K +862 New
MWM
664
Modera Wealth Management
New Jersey
$224K -$10.8K -41 -5%
MWM
665
Mindset Wealth Management
Indiana
$222K -$8.41K -32 -4%
WPC
666
Wedmont Private Capital
Pennsylvania
$222K +$198K +752 New
RWP
667
Revolve Wealth Partners
New Jersey
$222K +$8.68K +33 +4%
WFI
668
West Family Investments
California
$221K +$223K +849 New
EFS
669
Essex Financial Services
Connecticut
$220K +$222K +845 New
PWM
670
Perigon Wealth Management
California
$220K +$222K +844 New
PWMAG
671
Pinnacle Wealth Management Advisory Group
New Jersey
$218K -$11.6K -44 -5%
MA
672
Mutual Advisors
Nebraska
$217K +$196K +744 New
FHA
673
Flagship Harbor Advisors
Massachusetts
$213K -$8.15K -31 -4%
NAM
674
NorthCrest Asset Manangement
Minnesota
$213K +$190K +722 New
LFM
675
LGT Fund Management
Liechtenstein
$211K +$225K +857 New