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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
726
Waldron Private Wealth
Pennsylvania
$322K -$16.4K -349 -5%
CGL
727
Clarius Group LLC
Washington
$322K +$25.6K +544 +9%
MAA
728
Mraz Amerine & Associates
California
$321K
ONST
729
Old North State Trust
North Carolina
$320K +$17.7K +377 +6%
CII
730
Capital International Inc
California
$320K +$255K +5,432 +543%
S
731
SignatureFD
Georgia
$319K +$21.8K +463 +8%
SW
732
SVB Wealth
Massachusetts
$317K -$168K -3,564 -36%
CWP
733
Capital Wealth Planning
Florida
$315K +$298K +6,345 New
VC
734
Vicus Capital
Pennsylvania
$314K -$4.18K -89 -1%
CCA
735
Checchi Capital Advisers
California
$312K -$4.18K -89 -1%
TNBTD
736
Trustmark National Bank Trust Department
Mississippi
$311K
PK
737
Pflug Koory
Nebraska
$309K -$9.4K -200 -3%
CRM
738
Capital Returns Management
New York
$309K +$293K +6,231 New
EWM
739
Evercore Wealth Management
New York
$304K +$42.6K +906 +17%
FBC
740
Fairfield, Bush & Co
Connecticut
$298K
BSW
741
Buckingham Strategic Wealth
Missouri
$296K +$11.8K +252 +4%
FMBTD
742
First Midwest Bank Trust Division
Illinois
$294K -$14.3K -305 -5%
BMA
743
Brooks Moore & Associates
Tennessee
$290K +$10.9K +231 +4%
PBO
744
Peoples Bank (Ohio)
Ohio
$289K -$6.34K -135 -2%
HIC
745
Holderness Investments Company
North Carolina
$283K
NFG
746
Next Financial Group
Texas
$283K +$70.6K +1,501 +36%
QCG
747
Quadrant Capital Group
Ohio
$278K +$141K +3,005 +110%
PL
748
Perpetual Ltd
Australia
$276K
MWPCG
749
Measured Wealth Private Client Group
New Hampshire
$275K -$73K -1,554 -22%
PWM
750
Perigon Wealth Management
California
$275K