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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
851
Parcion Private Wealth
Washington
$2.5M +$237K +4,397 +8%
BDS
852
Banco de Sabadell
Florida
$2.49M +$822K +15,223 +37%
GH
853
GAM Holding
Switzerland
$2.49M +$160K +2,964 +6%
RIL
854
Rothschild Investment LLC
Illinois
$2.49M +$133K +2,463 +5%
CFSG
855
Community Financial Services Group
Vermont
$2.47M +$165K +3,055 +6%
MSAM
856
Moloney Securities Asset Management
Missouri
$2.47M +$1.53M +28,272 +103%
MWA
857
Marshall Wace Asia
Hong Kong
$2.46M +$3M +55,555 New
ST
858
Sabal Trust
Florida
$2.45M -$236K -4,371 -7%
ZB
859
Zions Bancorporation
Utah
$2.45M +$583K +10,788 +24%
APA
860
American Portfolios Advisors
New York
$2.45M +$700K +12,952 +31%
CIA
861
Choate Investment Advisors
Massachusetts
$2.44M -$110K -2,040 -4%
PA
862
Parallel Advisors
California
$2.44M -$226K -4,183 -7%
GT
863
Greenleaf Trust
Michigan
$2.43M +$442K +8,177 +17%
FCH
864
Freestone Capital Holdings
Washington
$2.42M +$3.02K +56 +0.1%
RPC
865
Rossmore Private Capital
Connecticut
$2.42M +$1.01M +18,706 +52%
BHBT
866
Burke & Herbert Bank & Trust
Virginia
$2.41M -$35.6K -660 -1%
CIC
867
Carnegie Investment Counsel
Ohio
$2.41M +$378K +6,991 +15%
KIA
868
KCM Investment Advisors
California
$2.4M +$498K +9,225 +21%
FMBTD
869
First Midwest Bank Trust Division
Illinois
$2.39M +$44K +814 +2%
BAS
870
Brown Advisory Securities
Maryland
$2.39M +$1.45M +26,776 +110%
CT
871
Clearstead Trust
Maine
$2.39M -$71.6K -1,326 -2%
LNC
872
Lincoln National Corp
Pennsylvania
$2.38M +$191K +3,539 +7%
PP
873
PDS Planning
Ohio
$2.38M -$40.6K -752 -1%
S
874
Surevest
California
$2.38M +$934K +17,295 +48%
BCFS
875
Butensky & Cohen Financial Security
Florida
$2.38M -$74.1K -1,372 -2%