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Name Holding Trade Value Shares
Change
Change in
Stake
A
776
AlphaQuest
New York
$182K +$161K +785 New
GM
777
GeoWealth Management
Illinois
$180K +$110K +534 +221%
CF
778
Centaurus Financial
California
$169K +$150K +731 New
CAS
779
Coppell Advisory Solutions
Texas
$160K +$142K +693 New
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$159K +$24.8K +121 +21%
JSAM
781
J. Safra Asset Management
New York
$156K +$9.24K +45 +7%
T. Rowe Price Investment Management
782
T. Rowe Price Investment Management
Maryland
$155K +$137K +669 New
HNB
783
Huntington National Bank
Ohio
$151K -$3.7K -18 -3%
AAM
784
Advisors Asset Management
Colorado
$146K -$595K -2,896 -82%
ST
785
Smithfield Trust
Pennsylvania
$140K
AA
786
Alta Advisers
United Kingdom
$139K
AF
787
Allworth Financial
California
$139K -$18.7K -91 -13%
Kayne Anderson Rudnick Investment Management
788
Kayne Anderson Rudnick Investment Management
California
$132K +$40.2K +196 +52%
WPWM
789
Western Pacific Wealth Management
Illinois
$132K +$26.7K +130 +30%
HA
790
Homestead Advisers
Virginia
$130K +$26.9K +131 +30%
CJ
791
Caitlin John
Michigan
$127K +$112K +547 New
LJHT
792
Laurie J. Hall Trustee
$125K
BBHC
793
Brown Brothers Harriman & Co
New York
$119K -$60K -292 -36%
CTA
794
Colonial Trust Advisors
South Carolina
$107K -$20.5K -100 -18%
PTC
795
Private Trust Company
Ohio
$106K -$1.44K -7 -2%
RIM
796
Rakuten Investment Management
Japan
$105K +$92.8K +452 New
OP
797
ORG Partners
Indiana
$96.5K -$2.88K -14 -3%
PBK
798
Peoples Bank (Kansas)
Kansas
$93K
HPC
799
HM Payson & Co
Maine
$92.6K -$1.64K -8 -2%
PAM
800
Paradigm Asset Management
New York
$92.1K