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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1076
Moody National Bank Trust Division
Texas
$311K +$14K +62 +5%
CWA
1077
CM Wealth Advisors
Ohio
$310K -$94.8K -419 -23%
WSFS
1078
Wilmington Savings Fund Society
Delaware
$310K +$9.05K +40 +3%
BHWA
1079
Beacon Harbor Wealth Advisors
Virginia
$309K – – –
UIM
1080
USS Investment Management
United Kingdom
$309K -$3.02M -13,341 -91%
BFA
1081
Bragg Financial Advisors
North Carolina
$308K -$43.7K -193 -12%
WT
1082
Whittier Trust
California
$308K +$9.96K +44 +3%
PWM
1083
Purus Wealth Management
California
$307K -$2.26K -10 -0.7%
KF
1084
Krilogy Financial
Missouri
$307K +$7.24K +32 +2%
TWP
1085
Triad Wealth Partners
Kansas
$306K +$265K +1,171 New
LBC
1086
Leigh Baldwin & Co
New York
$305K +$28.7K +127 +10%
MAA
1087
Matrix Asset Advisors
New York
$305K -$113K -500 -27%
EWM
1088
Evercore Wealth Management
New York
$304K -$4.53K -20 -1%
NP
1089
Nilsine Partners
Colorado
$304K -$10.9K -48 -3%
CA
1090
Crewe Advisors
Utah
$304K -$27.4K -121 -8%
RMCM
1091
Reynders McVeigh Capital Management
Massachusetts
$303K – – –
SCM
1092
Sollinda Capital Management
Florida
$303K – – –
RWM
1093
Ritholtz Wealth Management
New York
$302K +$13.6K +60 +5%
LC
1094
Lincoln Capital
Nebraska
$300K – – –
PCA
1095
Prosperity Capital Advisors
Ohio
$300K -$1.81K -8 -0.6%
BCM
1096
Buckhead Capital Management
Georgia
$298K – – –
FNBOH
1097
First National Bank of Hutchinson
Kansas
$298K – – –
SIC
1098
Samalin Investment Counsel
New York
$298K +$453 +2 +0.1%
SIG
1099
Sky Investment Group
Connecticut
$296K – – –
CFSG
1100
Community Financial Services Group
Vermont
$296K +$306K +1,352 New