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Name Holding Trade Value Shares
Change
Change in
Stake
WT
801
Whittier Trust
California
$760K +$533K +24,030 +124%
CWAG
802
Compton Wealth Advisory Group
Virginia
$759K +$153K +6,900 +19%
EWM
803
Evercore Wealth Management
New York
$757K -$69.4K -3,130 -7%
CM
804
CastleKnight Management
New York
$757K +$554K +25,000 +137%
B
805
Bellecapital
Switzerland
$755K +$402K +18,140 +72%
AIM
806
Arcadia Investment Management
Michigan
$754K -$597K -26,940 -38%
IFWM
807
Institute for Wealth Management
Colorado
$751K +$7.32K +330 +0.8%
ALAM
808
Asahi Life Asset Management
Japan
$749K -$1.14M -51,310 -54%
CANY
809
Caxton Associates (New York)
New York
$746K +$946K +42,670 New
CWM
810
Circle Wealth Management
New Jersey
$740K +$206K +9,310 +28%
GFP
811
Gryphon Financial Partners
Ohio
$739K +$250K +11,270 +36%
GG
812
Gofen & Glossberg
Illinois
$737K +$3.55K +160 +0.4%
HVP
813
Hudson Value Partners
Florida
$736K +$443K +20,000 +91%
CI
814
Conning Inc
Connecticut
$734K -$39.9K -1,800 -4%
BFEC
815
Benjamin F. Edwards & Company
Missouri
$730K -$239K -10,770 -21%
PCS
816
Personal CFO Solutions
New Jersey
$729K -$162K -7,310 -15%
BJL
817
Brighton Jones LLC
Washington
$728K +$44.8K +2,020 +5%
CBT
818
Central Bank & Trust
Kentucky
$723K -$250K -11,280 -21%
BMCM
819
Bryn Mawr Capital Management
Pennsylvania
$716K -$29.3K -1,320 -3%
GFS
820
GYL Financial Synergies
Connecticut
$716K +$738K +33,300 +436%
First Manhattan
821
First Manhattan
New York
$713K +$435K +19,630 +93%
WB
822
Webster Bank
Connecticut
$711K -$571K -25,750 -39%
CCM
823
Chilton Capital Management
Texas
$711K +$902K +40,680 New
SB
824
Strategic Blueprint
Georgia
$709K +$161K +7,270 +22%
CPA
825
Cardiff Park Advisors
California
$709K +$473K +21,330 +111%