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Name Holding Trade Value Shares
Change
Change in
Stake
EI
601
Ellevest Inc
New York
$700K +$99.7K +627 +16%
IA
602
IAM Advisory
Pennsylvania
$696K +$716K +4,503 New
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$694K +$21.2K +133 +3%
HH
604
Hilltop Holdings
Texas
$691K +$411K +2,583 +137%
BCV
605
Banque Cantonale Vaudoise
Switzerland
$688K +$58.4K +367 +9%
DWA
606
Douglass Winthrop Advisors
New York
$687K -$5.57K -35 -0.8%
KWM
607
Kingsview Wealth Management
Oregon
$680K -$104K -653 -13%
LGF
608
LGT Group Foundation
Liechtenstein
$679K +$699K +4,395 New
BCP
609
Blackhawk Capital Partners
Wisconsin
$679K -$119K -751 -15%
ECM
610
Evergreen Capital Management
Washington
$678K -$3.6M -22,605 -84%
CB
611
Centennial Bank
Arkansas
$678K -$427K -2,684 -38%
SFA
612
Sequoia Financial Advisors
Ohio
$678K +$61.1K +384 +10%
CICI
613
Capital Investment Counsel Inc
North Carolina
$665K -$115K -720 -14%
PIM
614
Penobscot Investment Management
Massachusetts
$664K – – –
FNT
615
First National Trust
Pennsylvania
$654K -$266K -1,672 -28%
SWM
616
Segment Wealth Management
Texas
$652K – – –
MAS
617
Meeder Advisory Services
Ohio
$650K +$95.3K +599 +17%
TWC
618
TD Waterhouse Canada
Ontario, Canada
$646K +$195K +1,228 +47%
AAP
619
Arax Advisory Partners
Colorado
$636K +$1.91K +12 +0.3%
RGI
620
River Global Investors
United Kingdom
$630K +$105K +660 +19%
DWT
621
Dorsey & Whitney Trust
South Dakota
$628K -$17.2K -108 -3%
FWCM
622
Ferguson Wellman Capital Management
Oregon
$627K – – –
MCM
623
Manchester Capital Management
Vermont
$627K – – –
BRA
624
Bender Robert & Associates
California
$626K -$12.7K -80 -2%
RDWM
625
Red Door Wealth Management
Tennessee
$625K -$8.11K -51 -1%