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Name Holding Trade Value Shares
Change
Change in
Stake
RG
451
Rathbones Group
United Kingdom
$465K
B
452
BP
United Kingdom
$464K
BP
453
Ballentine Partners
Massachusetts
$459K +$4.57K +37 +1%
AUB
454
Atlantic Union Bankshares
Virginia
$456K +$34.2K +277 +9%
CCFCSB
455
Cape Cod Five Cents Savings Bank
Massachusetts
$452K
EI
456
Ethic Inc
New York
$443K +$125K +1,012 +42%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$442K -$19.7K -159 -4%
ACS
458
Archford Capital Strategies
Illinois
$434K +$33.5K +271 +9%
WP
459
WMS Partners
Maryland
$433K -$34.7K -281 -8%
CCP
460
Corient Capital Partners
California
$433K +$11.6K +94 +3%
FNBT
461
FineMark National Bank & Trust
Florida
$431K -$24.7K -200 -6%
JCM
462
Jacobi Capital Management
Pennsylvania
$430K
II
463
Inspire Investing
Idaho
$430K +$17.1K +138 +4%
FA
464
FDx Advisors
Illinois
$427K +$45.6K +369 +13%
KA
465
Klingman & Associates
New York
$426K
SAM
466
Summit Asset Management
Tennessee
$424K -$118K -954 -23%
VAS
467
Vestmark Advisory Solutions
Massachusetts
$423K +$405K +3,279 New
BFM
468
Boothbay Fund Management
New York
$416K +$398K +3,218 New
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$414K
JFL
470
Jarislowsky, Fraser Ltd
Quebec, Canada
$411K
GT
471
Greenleaf Trust
Michigan
$410K +$14.8K +120 +4%
PWW
472
Pettyjohn Wood & White
Virginia
$400K -$179K -1,450 -32%
IAA
473
Independent Advisor Alliance
North Carolina
$394K +$378K +3,054 New
ER
474
Enlightenment Research
Florida
$390K +$373K +3,019 New
Vontobel Holding
475
Vontobel Holding
Switzerland
$388K +$96.7K +782 +36%