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Name Holding Trade Value Shares
Change
Change in
Stake
WT
251
Whittier Trust
California
$109K +$105K +2,782 New
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$106K +$77.5K +2,053 +323%
TFO
253
Tarbox Family Office
California
$99K +$95.2K +2,522 New
AIA
254
Allegis Investment Advisors
Idaho
$93K +$89.2K +2,364 New
PSI
255
Pinnacle Summer Investments
Virginia
$90K +$86.2K +2,283 New
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Missouri
$86K +$67.7K +1,795 +434%
HCC
257
Hirtle Callaghan & Co
Pennsylvania
$85K – – –
ECM
258
Estabrook Capital Management
New York
$79K +$75.8K +2,009 New
FHA
259
First Horizon Advisors
Tennessee
$74K +$53.1K +1,408 +301%
CM
260
CoreCommodity Management
Connecticut
$70K +$67K +1,774 New
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K +$61.7K +1,635 New
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$64K +$61.7K +1,635 New
IA
263
IFP Advisors
Florida
$62K +$59.9K +1,587 New
PSC
264
Prentiss Smith & Co
Vermont
$61K +$58.8K +1,557 New
PMFA
265
Plante Moran Financial Advisors
Michigan
$59K +$56.2K +1,490 New
RFS
266
Rockefeller Financial Services
New York
$51K +$48.6K +1,288 New
PR
267
Payden & Rygel
California
$51K +$49.4K +1,308 New
AFP
268
Ausdal Financial Partners
Iowa
$48K +$45.7K +1,211 New
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$43K +$41.1K +1,090 New
SAC
270
Smith Affiliated Capital
New York
$42.9K – – –
FMP
271
Financial Management Professionals
Texas
$42K +$41.1K +1,090 New
GWM
272
Gupta Wealth Management
California
$39K +$37.7K +1,000 New
HNB
273
Huntington National Bank
Ohio
$32K +$30.3K +803 New
KT
274
Kanaly Trust
Texas
$32K +$30.8K +817 New
WAM
275
Wealthspire Advisors (Maryland)
Maryland
$27K +$26K +690 New