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Name Holding Trade Value Shares
Change
Change in
Stake
BL
601
Balentine LLC
Georgia
$462K +$499K +4,695 New
PG
602
Proffitt & Goodson
Tennessee
$461K -$88.1K -829 -15%
BP
603
Ballentine Partners
Massachusetts
$459K +$18.8K +177 +4%
TMAM
604
Tokio Marine Asset Management
Japan
$448K +$194K +1,825 +67%
CA
605
Clearstead Advisors
Ohio
$447K +$7.02K +66 +1%
DZ Bank
606
DZ Bank
Germany
$443K +$478K +4,500 New
RCAG
607
Rehmann Capital Advisory Group
Michigan
$440K +$7.02K +66 +1%
AWM
608
Altium Wealth Management
New York
$440K +$50K +470 +12%
TWM
609
TriaGen Wealth Management
California
$438K
DWA
610
Douglass Winthrop Advisors
New York
$438K +$37.5K +353 +9%
VI
611
Vestcor Inc
New Brunswick, Canada
$434K -$69.6K -655 -13%
BRA
612
Bender Robert & Associates
California
$431K
RDWM
613
Red Door Wealth Management
Tennessee
$429K +$9.67K +91 +2%
LFAS
614
Level Four Advisory Services
Texas
$424K -$13.6K -128 -3%
SWM
615
Spire Wealth Management
Virginia
$424K +$17.5K +165 +4%
SWM
616
Segment Wealth Management
Texas
$416K
FTC
617
Farmers Trust Company
Ohio
$415K -$321K -3,020 -42%
V
618
VeraBank
Texas
$412K -$15.9K -150 -3%
ACM
619
Allred Capital Management
Texas
$410K -$25.8K -243 -6%
MCM
620
Monarch Capital Management
Indiana
$406K
AAP
621
Arax Advisory Partners
Colorado
$400K -$3.72K -35 -0.9%
FWCM
622
Ferguson Wellman Capital Management
Oregon
$400K
LOIM
623
Liberty One Investment Management
Illinois
$398K -$21.9K -206 -5%
BCM
624
Bienville Capital Management
New York
$397K
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$388K +$4.04K +38 +1%