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Name Holding Trade Value Shares
Change
Change in
Stake
MW
751
Marcum Wealth
Ohio
$370K +$13.3K +221 +4%
FBC
752
Fairfield, Bush & Co
Connecticut
$370K +$361K +6,000 New
CTC
753
Central Trust Company
Missouri
$366K -$9.33K -155 -3%
EWA
754
EP Wealth Advisors
California
$362K +$14.7K +244 +4%
EI
755
Ellevest Inc
New York
$362K +$57K +946 +19%
ONST
756
Old North State Trust
North Carolina
$360K
SCM
757
Shelton Capital Management
Colorado
$359K -$12.6K -210 -3%
FSG
758
Financial Strategies Group
Michigan
$359K +$71.9K +1,194 +26%
DWT
759
Dorsey & Whitney Trust
South Dakota
$358K
MCA
760
Morris Capital Advisors
Pennsylvania
$357K -$25.6K -426 -7%
LIM
761
Longfellow Investment Management
Massachusetts
$357K
MFS
762
Mirabella Financial Services
United Kingdom
$355K -$174K -2,886 -33%
WB
763
WesBanco Bank
West Virginia
$355K +$33.8K +562 +11%
TPWA
764
TRUE Private Wealth Advisors
Oregon
$353K -$1.14K -19 -0.3%
BPA
765
Beacon Pointe Advisors
California
$352K +$38.6K +642 +13%
FUBT
766
First United Bank & Trust
Maryland
$350K -$20.5K -340 -6%
SB
767
Sunflower Bank
Texas
$349K -$54.2K -900 -14%
BFA
768
Bragg Financial Advisors
North Carolina
$349K
HVIA
769
Hudson Valley Investment Advisors
New York
$347K +$4.46K +74 +1%
EWM
770
Evercore Wealth Management
New York
$344K
MAA
771
Mraz Amerine & Associates
California
$343K -$18.1K -300 -5%
QCM
772
Quantinno Capital Management
New York
$343K
Bessemer Group
773
Bessemer Group
New Jersey
$343K +$68.8K +1,143 +26%
ECM
774
Evergreen Capital Management
Washington
$340K +$44.5K +739 +16%
APP
775
Alpha Paradigm Partners
Illinois
$334K