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Name Holding Trade Value Shares
Change
Change in
Stake
BP
401
Ballentine Partners
Massachusetts
$211K +$20.8K +146 +10%
I
402
InceptionR
California
$210K -$1.32M -9,276 -85%
CBT
403
Crews Bank & Trust
Florida
$207K
ETS
404
ESL Trust Services
New York
$207K
SAM
405
S.A. Mason
Michigan
$203K
Jones Financial Companies
406
Jones Financial Companies
Missouri
$203K +$81.8K +574 +57%
DekaBank Deutsche Girozentrale
407
DekaBank Deutsche Girozentrale
Germany
$200K
S
408
SignatureFD
Georgia
$192K +$41.7K +293 +24%
SW
409
SVB Wealth
Massachusetts
$187K -$177K -1,245 -46%
CAL
410
Capital Advisors Ltd
Ohio
$148K
PK
411
Pflug Koory
Nebraska
$138K -$2.14K -15 -1%
CA
412
Clearstead Advisors
Ohio
$137K -$712 -5 -0.5%
Asset Management One
413
Asset Management One
Japan
$135K +$149K +1,043 New
HT
414
Headlands Technologies
Illinois
$131K +$133K +934 +1,125%
WT
415
Whittier Trust
California
$131K
PA
416
Parallel Advisors
California
$130K +$36.7K +258 +34%
HNB
417
Huntington National Bank
Ohio
$129K -$133K -934 -48%
NSIM
418
North Star Investment Management
Illinois
$129K
BIG
419
Brooklyn Investment Group
New York
$127K +$89.6K +629 +178%
QL
420
Quarry LP
New York
$120K +$96.6K +678 +273%
LC
421
Lindbrook Capital
California
$119K +$103K +721 +362%
GWM
422
Geneos Wealth Management
Colorado
$118K +$101K +706 +341%
UB
423
UMB Bank
Missouri
$111K +$55.8K +392 +84%
CI
424
CX Institutional
Indiana
$107K +$118K +825 New
MCM
425
MAI Capital Management
Ohio
$105K +$427 +3 +0.4%