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Name Holding Trade Value Shares
Change
Change in
Stake
NorthRock Partners
551
NorthRock Partners
Minnesota
$245K +$12.2K +154 +5%
LIM
552
Leavell Investment Management
Alabama
$244K +$7.2K +91 +3%
NAS
553
Nicolet Advisory Services
Wisconsin
$243K -$237 -3 -0.1%
Klingman & Associates
554
Klingman & Associates
New York
$241K +$25.7K +325 +12%
Atlantic Union Bankshares
555
Atlantic Union Bankshares
Virginia
$240K – – –
FineMark National Bank & Trust
556
FineMark National Bank & Trust
Florida
$239K – – –
LMR Partners
557
LMR Partners
United Kingdom
$238K +$244K +3,081 New
Douglass Winthrop Advisors
558
Douglass Winthrop Advisors
New York
$238K – – –
TFS
559
Thoroughbred Financial Services
Tennessee
$237K -$2.53K -32 -1%
PCC
560
Park Circle Company
Maryland
$232K – – –
SBIA
561
Sheaff Brock Investment Advisors
Indiana
$226K – – –
Sequoia Financial Advisors
562
Sequoia Financial Advisors
Ohio
$223K +$228K +2,884 New
ACGA
563
Atlanta Consulting Group Advisors
Georgia
$222K +$227K +2,868 New
C1AG
564
Client 1st Advisory Group
Florida
$222K -$50.9K -644 -18%
Arkadios Wealth Advisors
565
Arkadios Wealth Advisors
Georgia
$221K +$225K +2,851 New
Glenview Trust
566
Glenview Trust
Kentucky
$221K -$13.8K -174 -6%
WWC
567
Waypoint Wealth Counsel
Georgia
$219K +$224K +2,835 New
PM
568
Parametrica Management
Hong Kong
$212K +$216K +2,734 New
Coldstream Capital Management
569
Coldstream Capital Management
Washington
$208K +$213K +2,691 New
Koshinski Asset Management
570
Koshinski Asset Management
Illinois
$206K +$211K +2,665 New
MM
571
MQS Management
New York
$204K +$208K +2,632 New
AIA
572
Alera Investment Advisors
Illinois
$204K +$208K +2,631 New
GL
573
Graypoint LLC
New York
$202K +$206K +2,610 New
VWM
574
Venturi Wealth Management
Texas
$195K -$61.8K -782 -24%
Pinnacle Financial Partners (Tennessee)
575
Pinnacle Financial Partners (Tennessee)
Tennessee
$185K -$835K -10,555 -82%