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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
751
Williams Jones Wealth Management
New York
$854K -$7.29K -25 -0.8%
SW
752
SVB Wealth
Massachusetts
$852K +$57.1K +196 +7%
TFS
753
Thoroughbred Financial Services
Tennessee
$845K +$40.8K +140 +5%
DAC
754
Dividend Assets Capital
South Carolina
$844K – – –
CPIG
755
Chicago Partners Investment Group
Illinois
$834K -$42K -144 -5%
IWS
756
Insight Wealth Strategies
California
$831K -$14.6K -50 -2%
MFW
757
Meristem Family Wealth
Minnesota
$822K +$618K +2,118 +292%
GWM
758
Geneos Wealth Management
Colorado
$811K -$206K -705 -20%
HTC
759
Haverford Trust Company
Pennsylvania
$811K +$417K +1,431 +104%
DTC
760
Davidson Trust Company
Washington
$810K – – –
LNB
761
Ledyard National Bank
$809K – – –
S
762
swisspartners
Liechtenstein
$807K – – –
KFP
763
KB Financial Partners
New Jersey
$804K +$417K +1,431 +106%
MCM
764
Monarch Capital Management
Indiana
$803K – – –
CS
765
Comerica Securities
Michigan
$799K +$160K +548 +25%
DPIM
766
Duff & Phelps Investment Management
Illinois
$795K +$802K +2,750 New
NNP
767
Nachman Norwood & Parrott
South Carolina
$794K – – –
KPW
768
Kore Private Wealth
New York
$785K +$384K +1,317 +94%
LWMM
769
Legacy Wealth Management (Mississippi)
Mississippi
$783K – – –
SMH
770
Sanders Morris Harris
Texas
$781K – – –
CCA
771
Conestoga Capital Advisors
Pennsylvania
$770K – – –
P
772
Pitcairn
Pennsylvania
$769K -$350K -1,199 -31%
TIAM2
773
Tru Independence Asset Management 2
Oregon
$759K +$62.7K +215 +9%
RMC
774
Resources Management Corp
Connecticut
$757K -$11.7K -40 -2%
PIM
775
Penobscot Investment Management
Massachusetts
$757K +$87.5K +300 +13%
29 30
31
32 33