Name Holding Trade Value Shares
Change
Change in
Stake
SC
676
SouthState Corp
Florida
$706K +$3.64K +15 +0.5%
GWM
677
Geneos Wealth Management
Colorado
$705K -$42.7K -176 -5%
DBT
678
Dubuque Bank & Trust
Iowa
$704K +$12.1K +50 +2%
PTC
679
Private Trust Company
Ohio
$702K -$21.6K -89 -3%
WJWM
680
Williams Jones Wealth Management
New York
$697K +$231K +953 +48%
KIA
681
KCM Investment Advisors
California
$694K +$329K +1,356 +87%
CG
682
Colony Group
Massachusetts
$689K -$88.7K -366 -11%
FGA
683
Fortis Group Advisors
New Jersey
$686K +$699K +2,883 New
PAMP
684
Polar Asset Management Partners
Ontario, Canada
$675K +$687K +2,835 New
CCA
685
Conestoga Capital Advisors
Pennsylvania
$663K – – –
MCM
686
Monarch Capital Management
Indiana
$661K -$26.7K -110 -4%
HW
687
Hancock Whitney
Mississippi
$659K -$41K -169 -6%
LWMM
688
Legacy Wealth Management (Mississippi)
Mississippi
$655K +$7.76K +32 +1%
Kovitz Investment Group Partners
689
Kovitz Investment Group Partners
Illinois
$654K +$186K +765 +39%
GI
690
Gradient Investments
Minnesota
$653K -$230K -950 -26%
NNP
691
Nachman Norwood & Parrott
South Carolina
$653K – – –
ATPW
692
Ashton Thomas Private Wealth
Arizona
$648K +$44.6K +184 +7%
SMH
693
Sanders Morris Harris
Texas
$643K +$655K +2,700 New
RMC
694
Resources Management Corp
Connecticut
$633K -$18.2K -75 -3%
ANTB
695
AMG National Trust Bank
Colorado
$631K – – –
ECM
696
Exchange Capital Management
Michigan
$630K -$7.28K -30 -1%
EBT
697
Enterprise Bank & Trust
Massachusetts
$619K – – –
JCM
698
Jacobi Capital Management
Pennsylvania
$617K +$13.3K +55 +2%
S
699
SignatureFD
Georgia
$614K +$8.73K +36 +1%
SW
700
SVB Wealth
Massachusetts
$606K +$79.5K +328 +15%