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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1551
Wintrust Investments
Illinois
$807K -$23.4K -420 -3%
CIG
1552
Cairn Investment Group
Washington
$807K -$16.7K -300 -2%
CIM
1553
CIM Investment Management
Pennsylvania
$806K -$31K -557 -4%
FFBTD
1554
First Financial Bank - Trust Division
Ohio
$805K -$291K -5,226 -25%
AA
1555
ACT Advisors
North Carolina
$805K
Kovitz Investment Group Partners
1556
Kovitz Investment Group Partners
Illinois
$804K -$67.6K -1,213 -7%
CNBT
1557
Cornerstone National Bank & Trust
Illinois
$804K +$25.9K +464 +3%
LPT
1558
Legacy Private Trust
Wisconsin
$802K
OPW
1559
Oxler Private Wealth
New York
$802K
BFPW
1560
BOK Financial Private Wealth
Colorado
$802K +$114K +2,053 +16%
ECA
1561
Elevated Capital Advisors
Utah
$802K +$852K +15,284 New
BC
1562
Burleson & Co
California
$801K +$111 +2 +0%
FBB
1563
Fulton Breakefield Broenniman
Maryland
$799K -$6.97K -125 -0.8%
APWA
1564
Atlas Private Wealth Advisors
New Jersey
$796K +$77.6K +1,392 +10%
SMA
1565
Sage Mountain Advisors
Georgia
$794K +$120K +2,148 +17%
AWM
1566
Aries Wealth Management
Maine
$793K +$27.9K +500 +3%
BP
1567
BBR Partners
New York
$790K -$1.13M -20,344 -57%
MAM
1568
Morse Asset Management
Connecticut
$787K
MGWM
1569
Marks Group Wealth Management
Minnesota
$786K +$55.2K +991 +7%
AFA
1570
American Financial Advisors
Georgia
$784K +$1.17K +21 +0.1%
FHB
1571
First Hawaiian Bank
Hawaii
$782K -$50.5K -906 -6%
KC
1572
Kingfisher Capital
North Carolina
$780K -$8.75K -157 -1%
ECM
1573
Estabrook Capital Management
New York
$780K
PFGIA
1574
Patriot Financial Group Insurance Agency
Massachusetts
$778K +$71.3K +1,279 +9%
SWM
1575
Selective Wealth Management
Virginia
$777K -$10K -180 -1%