Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
726
Williams Jones Wealth Management
New York
$929K +$63.8K +210 +7%
S
727
swisspartners
Liechtenstein
$929K +$103K +340 +12%
HAG
728
HighPoint Advisor Group
Illinois
$922K -$24.3K -80 -2%
KCM
729
KLK Capital Management
California
$922K +$683K +2,247 +251%
TNB
730
Thomasville National Bank
Georgia
$914K – – –
FHB
731
First Hawaiian Bank
Hawaii
$912K +$7.6K +25 +0.8%
GF
732
Gabelli Funds
New York
$909K -$45.6K -150 -5%
ER
733
Enlightenment Research
Florida
$909K +$942K +3,100 New
FCI
734
Financial Counselors Inc
Kansas
$908K – – –
LNWTC
735
Laird Norton Wetherby Trust Company
Washington
$899K +$17K +56 +2%
WF
736
WoodTrust Financial
Wisconsin
$894K +$475K +1,563 +105%
WSFS
737
Wilmington Savings Fund Society
Delaware
$888K -$24.3K -80 -3%
IWS
738
Insight Wealth Strategies
California
$886K +$44.4K +146 +5%
RPC
739
Rossmore Private Capital
Connecticut
$884K – – –
BC
740
Brookfield Corp
Ontario, Canada
$879K -$383K -1,261 -30%
HW
741
Hancock Whitney
Mississippi
$876K -$58.4K -192 -6%
KFP
742
KB Financial Partners
New Jersey
$874K +$60.5K +199 +7%
AWM
743
AE Wealth Management
Kansas
$869K -$6.38K -21 -0.7%
HTC
744
Haverford Trust Company
Pennsylvania
$863K +$41.3K +136 +5%
CS
745
Comerica Securities
Michigan
$860K +$51.1K +168 +6%
LOPW
746
Live Oak Private Wealth
North Carolina
$853K +$92.1K +303 +12%
JCM
747
Jacobi Capital Management
Pennsylvania
$849K -$22.5K -74 -2%
CPC
748
Cookson Peirce & Co
Pennsylvania
$848K +$878K +2,889 New
CA
749
Cetera Advisors
Colorado
$845K -$108K -356 -11%
PIM
750
Penobscot Investment Management
Massachusetts
$841K +$76K +250 +10%