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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
551
Bartlett & Co Wealth Management
Ohio
$232K
BP
552
Ballentine Partners
Massachusetts
$232K +$15.2K +2 +7%
BPCE
553
Bank Pictet & Cie (Europe)
Germany
$232K +$243K +32 New
Jones Financial Companies
554
Jones Financial Companies
Missouri
$230K +$68.4K +9 +39%
CCM
555
Coldstream Capital Management
Washington
$225K +$7.61K +1 +3%
PP
556
Prudential plc
United Kingdom
$225K
Fifth Third Bancorp
557
Fifth Third Bancorp
Ohio
$225K +$15.2K +2 +7%
CFB
558
Cullen/Frost Bankers
Texas
$225K +$83.7K +11 +55%
AIP
559
Alapocas Investment Partners
Massachusetts
$224K
DWM
560
Drive Wealth Management
Utah
$221K -$7.61K -1 -3%
DOA
561
D'Orazio & Associates
Virginia
$217K
PIM
562
Penobscot Investment Management
Massachusetts
$217K
LC
563
Lindbrook Capital
California
$217K +$68.4K +9 +43%
SPS
564
Susquehanna Portfolio Strategies
Pennsylvania
$217K +$228K +30 New
MA
565
MONECO Advisors
Connecticut
$210K -$7.61K -1 -3%
AAS
566
Ameritas Advisory Services
Nebraska
$210K
EWM
567
Evercore Wealth Management
New York
$210K
SW
568
SVB Wealth
Massachusetts
$210K
TIM
569
Tikehau Investment Management
France
$210K +$221K +29 New
CAM
570
Claret Asset Management
Quebec, Canada
$203K -$213K -28 Closed
CI
571
Cigna Investments
Connecticut
$203K -$15.2K -2 -7%
BPA
572
Beacon Pointe Advisors
California
$203K -$1.48M -195 -87%
ACP
573
Arcus Capital Partners
Georgia
$203K
FBB
574
Fulton Breakefield Broenniman
Maryland
$203K
HFS
575
Hughes Financial Services
Virginia
$202K