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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
676
Geneos Wealth Management
Colorado
$705K -$42.7K -176 -5%
DBT
677
Dubuque Bank & Trust
Iowa
$704K +$12.1K +50 +2%
PTC
678
Private Trust Company
Ohio
$702K -$21.6K -89 -3%
WJWM
679
Williams Jones Wealth Management
New York
$697K +$231K +953 +48%
KIA
680
KCM Investment Advisors
California
$694K +$329K +1,356 +87%
CG
681
Colony Group
Massachusetts
$689K -$88.7K -366 -11%
FGA
682
Fortis Group Advisors
New Jersey
$686K +$699K +2,883 New
PAMP
683
Polar Asset Management Partners
Ontario, Canada
$675K +$687K +2,835 New
CCA
684
Conestoga Capital Advisors
Pennsylvania
$663K
MCM
685
Monarch Capital Management
Indiana
$661K -$26.7K -110 -4%
HW
686
Hancock Whitney
Mississippi
$659K -$41K -169 -6%
LWMM
687
Legacy Wealth Management (Mississippi)
Mississippi
$655K +$7.76K +32 +1%
Kovitz Investment Group Partners
688
Kovitz Investment Group Partners
Illinois
$654K +$186K +765 +39%
GI
689
Gradient Investments
Minnesota
$653K -$230K -950 -26%
NNP
690
Nachman Norwood & Parrott
South Carolina
$653K
ATPW
691
Ashton Thomas Private Wealth
Arizona
$648K +$44.6K +184 +7%
SMH
692
Sanders Morris Harris
Texas
$643K +$655K +2,700 New
RMC
693
Resources Management Corp
Connecticut
$633K -$18.2K -75 -3%
ANTB
694
AMG National Trust Bank
Colorado
$631K
ECM
695
Exchange Capital Management
Michigan
$630K -$7.28K -30 -1%
EBT
696
Enterprise Bank & Trust
Massachusetts
$619K
JCM
697
Jacobi Capital Management
Pennsylvania
$617K +$13.3K +55 +2%
S
698
SignatureFD
Georgia
$614K +$8.73K +36 +1%
SW
699
SVB Wealth
Massachusetts
$606K +$79.5K +328 +15%
WC
700
Woodstock Corp
Massachusetts
$604K