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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Altium Wealth Management
New York
$830K -$152K -584 -16%
IWP
702
Icon Wealth Partners
Texas
$830K +$362K +1,396 +89%
SFI
703
Susquehanna Fundamental Investments
Pennsylvania
$825K -$19.8M -76,447 -96%
LNWTC
704
Laird Norton Wetherby Trust Company
Washington
$822K
VIA
705
Vident Investment Advisory
Georgia
$820K -$106K -410 -12%
JCM
706
Jacobi Capital Management
Pennsylvania
$819K +$24.9K +96 +3%
IWS
707
Insight Wealth Strategies
California
$819K +$475K +1,832 +168%
DAC
708
Dividend Assets Capital
South Carolina
$818K -$17.9K -69 -2%
QIM
709
Quantitative Investment Management
Virginia
$814K +$754K +2,906 New
CTC
710
Central Trust Company
Missouri
$799K +$47.2K +182 +7%
Fisher Asset Management
711
Fisher Asset Management
Washington
$796K +$450K +1,733 +156%
TC
712
TownSquare Capital
Utah
$795K -$594K -2,291 -45%
S
713
swisspartners
Liechtenstein
$785K +$725K +2,795 New
LNB
714
Ledyard National Bank
$784K -$48.3K -186 -6%
DTC
715
Davidson Trust Company
Washington
$784K -$2.08K -8 -0.3%
CB
716
Cadence Bank
Mississippi
$784K
TFS
717
Thoroughbred Financial Services
Tennessee
$779K +$52.7K +203 +8%
MCM
718
Monarch Capital Management
Indiana
$778K
SW
719
SVB Wealth
Massachusetts
$770K +$32.9K +127 +5%
NNP
720
Nachman Norwood & Parrott
South Carolina
$769K
LPT
721
Legacy Private Trust
Wisconsin
$764K -$179K -690 -20%
LWMM
722
Legacy Wealth Management (Mississippi)
Mississippi
$759K -$11.4K -44 -2%
SMH
723
Sanders Morris Harris
Texas
$756K
CCA
724
Conestoga Capital Advisors
Pennsylvania
$747K
RMC
725
Resources Management Corp
Connecticut
$744K