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Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
676
Curi RMB Capital
Illinois
$845K – – –
GWM
677
Geneos Wealth Management
Colorado
$845K +$330K +1,346 +44%
RC
678
RegentAtlantic Capital
New Jersey
$843K +$273K +1,114 +53%
FC
679
Ferris Capital
Massachusetts
$841K +$3.44K +14 +0.4%
CT
680
Caldwell Trust
Florida
$839K – – –
FCI
681
Financial Counselors Inc
Kansas
$837K -$43.4K -177 -5%
MMA
682
Miracle Mile Advisors
California
$830K +$4.91K +20 +0.6%
LNWTC
683
Laird Norton Wetherby Trust Company
Washington
$823K +$766K +3,122 New
TNB
684
Thomasville National Bank
Georgia
$820K – – –
PFPT
685
Pinnacle Financial Partners (Tennessee)
Tennessee
$807K +$5.64K +23 +0.7%
BPCA
686
Bank Pictet & Cie (Asia)
Singapore
$803K – – –
PA
687
Pinnacle Associates
New York
$797K -$24.5K -100 -3%
MAM
688
Meeder Asset Management
Ohio
$796K -$1.53M -6,229 -67%
DWT
689
Dorsey & Whitney Trust
South Dakota
$791K -$8.35K -34 -1%
DAC
690
Dividend Assets Capital
South Carolina
$788K -$3.93K -16 -0.5%
LNB
691
Ledyard National Bank
$786K -$27.5K -112 -4%
WJWM
692
Williams Jones Wealth Management
New York
$784K +$12.5K +51 +2%
ATPW
693
Ashton Thomas Private Wealth
Arizona
$779K +$57.4K +234 +9%
RPC
694
Rossmore Private Capital
Connecticut
$767K +$226K +919 +46%
HW
695
Hancock Whitney
Mississippi
$760K +$28K +114 +4%
KPWS
696
Kestra Private Wealth Services
Texas
$760K +$140K +572 +25%
PIM
697
Perpetual Investment Management
Australia
$760K +$713K +2,905 New
LNC
698
Lincoln National Corp
Pennsylvania
$740K +$160K +652 +30%
MSU
699
Mizuho Securities USA
New York
$740K +$689K +2,808 New
DTC
700
Davidson Trust Company
Washington
$739K -$236K -960 -25%
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