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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
401
Fifth Third Bancorp
Ohio
$233K +$32.6K +1,190 +17%
BP
402
Ballentine Partners
Massachusetts
$230K +$15.9K +580 +8%
HWM
403
Hemington Wealth Management
Virginia
$229K – – –
MIM
404
Morningstar Investment Management
Illinois
$229K – – –
LK
405
Lumbard & Kellner
New Hampshire
$228K – – –
BFC
406
Bedel Financial Consulting
Indiana
$228K – – –
VIA
407
Vident Investment Advisory
Georgia
$227K +$222K +8,115 New
VFA
408
Valeo Financial Advisors
Indiana
$226K +$55 +2 +0%
HKIMG
409
Hutchens & Kramer Investment Management Group
Indiana
$225K – – –
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$224K -$6.76K -247 -3%
3IP
411
3Chopt Investment Partners
Virginia
$222K – – –
V
412
Veritable
Delaware
$222K +$1.37K +50 +0.6%
MC
413
Machina Capital
France
$220K +$216K +7,880 New
OCBCO
414
Oversea-Chinese Banking Corp (OCBC)
Singapore
$219K +$214K +7,837 New
RJT
415
Raymond James Trust
Florida
$219K +$137 +5 +0.1%
BHPW
416
Beverly Hills Private Wealth
California
$218K +$213K +7,794 New
BAM
417
Belpointe Asset Management
Nevada
$215K +$18.7K +684 +10%
MYAM
418
Meiji Yasuda Asset Management
Japan
$213K +$208K +7,620 New
SOW
419
State of Wyoming
Wyoming
$211K +$99.6K +3,642 +93%
CG
420
Caprock Group
Idaho
$211K +$206K +7,530 New
PNC
421
Park National Corp
Ohio
$210K -$37.8K -1,380 -16%
HIGP
422
Hill Investment Group Partners
Missouri
$206K – – –
SFS
423
Sowell Financial Services
Arkansas
$205K +$201K +7,334 New
CGL
424
Clarius Group LLC
Washington
$204K -$14.2K -519 -7%
HI
425
Horizon Investments
North Carolina
$199K +$197K +7,191 New