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Name Holding Trade Value Shares
Change
Change in
Stake
BB
701
Bell Bank
North Dakota
$379K +$2.17K +11 +0.5%
SCA
702
Snowden Capital Advisors
New York
$373K -$6.71K -34 -2%
CT
703
Chicago Trust
Illinois
$370K
PA
704
Pinnacle Associates
New York
$369K -$101K -511 -19%
RMCM
705
Reynders McVeigh Capital Management
Massachusetts
$366K
ZF
706
Zhang Financial
Michigan
$364K
ORI
707
Oak Ridge Investments
Illinois
$359K -$35.9K -182 -8%
VWM
708
Venturi Wealth Management
Texas
$358K +$18.4K +93 +5%
PCS
709
Personal CFO Solutions
New Jersey
$358K +$219K +1,111 +116%
NFG
710
Next Financial Group
Texas
$357K +$242K +1,226 +146%
EWM
711
Evercore Wealth Management
New York
$354K -$109K -553 -21%
PBO
712
Peoples Bank (Ohio)
Ohio
$351K
JWCA
713
J.W. Coons Advisors
Ohio
$349K +$399K +2,020 New
ATPW
714
Ashton Thomas Private Wealth
Arizona
$347K +$71.2K +361 +22%
WHG
715
Westwood Holdings Group
Texas
$347K
OEP
716
Ocean Endowment Partners
Illinois
$346K -$355K -1,800 -47%
VWM
717
Vigilare Wealth Management
Arizona
$346K -$39.5K -200 -9%
GIM
718
Goelzer Investment Management
Indiana
$346K -$8.29K -42 -2%
SFA
719
Sequoia Financial Advisors
Ohio
$343K -$5.13K -26 -1%
Kovitz Investment Group Partners
720
Kovitz Investment Group Partners
Illinois
$343K +$391K +1,981 New
LOAMS
721
Lombard Odier Asset Management (Switzerland)
Switzerland
$342K
WJWM
722
Williams Jones Wealth Management
New York
$341K -$19.7K -100 -5%
CC
723
Cipher Capital
New York
$340K +$387K +1,963 New
ONB
724
Old National Bancorp
Indiana
$338K +$52.5K +266 +16%
WB
725
Webster Bank
Connecticut
$337K