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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
701
Halbert Hargrove Global Advisors
California
$526K +$50.2K +1,119 +11%
LC
702
Loews Corp
New York
$524K -$84.3K -1,880 -15%
RBC
703
Ronald Blue & Co
Georgia
$514K +$66.3K +1,478 +16%
VAM
704
Visium Asset Management
New York
$508K -$71.7K -1,600 -13%
HMS
705
Hanseatic Management Services
New Mexico
$492K
WEC
706
Winslow Evans & Crocker
Massachusetts
$491K +$459K +10,228 New
RT
707
Reliance Trust
Georgia
$488K -$38.6K -860 -8%
GIS
708
Guardian Investor Services
New York
$484K +$10.1K +226 +2%
WPP
709
Whalerock Point Partners
Rhode Island
$482K +$450K +10,042 New
HFS
710
HL Financial Services
Kentucky
$480K -$3.9K -87 -0.9%
SAM
711
Symphony Asset Management
California
$476K -$201K -4,478 -31%
AIM
712
Acuity Investment Management
Ontario, Canada
$448K +$417K +9,313 New
BPC
713
Banque Pictet & Cie
Switzerland
$447K +$417K +9,307 New
BCMO
714
Buckingham Capital Management (Ohio)
Ohio
$444K
WPW
715
Waldron Private Wealth
Pennsylvania
$443K +$413K +9,223 New
WB
716
WesBanco Bank
West Virginia
$440K -$52.7K -1,175 -11%
SAM
717
Strategy Asset Managers
California
$437K
PWLP
718
Prio Wealth Limited Partnership
Massachusetts
$435K -$24.4K -544 -6%
CK
719
Cohen Klingenstein
New York
$431K
DSC
720
Duncker Streett & Co
Missouri
$429K +$142K +3,170 +55%
PL
721
Parkwood LLC
Ohio
$424K +$395K +8,821 New
RWM
722
Raffa Wealth Management
District of Columbia
$420K +$391K +8,720 New
Creative Planning
723
Creative Planning
Kansas
$420K +$94.9K +2,118 +32%
EFS
724
Essex Financial Services
Connecticut
$413K +$17.4K +388 +5%
ZCA
725
Zeke Capital Advisors
Pennsylvania
$408K