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Name Holding Trade Value Shares
Change
Change in
Stake
AGM
401
Alpine Global Management
New York
$113K +$127K +2,873 New
TF
402
Tompkins Financial
New York
$110K – – –
TCM
403
Tradewinds Capital Management
Washington
$109K – – –
FNBT
404
FineMark National Bank & Trust
Florida
$103K -$51.1K -1,153 -31%
WIC
405
Woodmont Investment Counsel
Tennessee
$91K +$103K +2,316 New
FWM
406
Focused Wealth Management
New York
$90K – – –
FANJ
407
Financial Architects (New Jersey)
New Jersey
$84K -$976 -22 -1%
AF
408
Allworth Financial
California
$79K – – –
M
409
MOTCO
Texas
$79K – – –
SFWA
410
Summit Financial Wealth Advisors
Louisiana
$78K – – –
MAM
411
Mizuho Asset Management
Japan
$74K +$23.2K +522 +39%
Truist Financial
412
Truist Financial
North Carolina
$73K +$81.6K +1,840 New
BL
413
Balentine LLC
Georgia
$71K -$64.8K -1,461 -45%
RFS
414
Rockefeller Financial Services
New York
$69K +$77.6K +1,750 New
HNB
415
Huntington National Bank
Ohio
$66K +$46.2K +1,042 +165%
AFIA
416
America First Investment Advisors
Nebraska
$64K – – –
CPIG
417
Chicago Partners Investment Group
Illinois
$63K -$1.42K -32 -2%
W
418
Wealthfront
California
$62K -$133 -3 -0.2%
BCM
419
Blume Capital Management
California
$59K – – –
DBT
420
Dubuque Bank & Trust
Iowa
$59K – – –
PAIA
421
Park Avenue Institutional Advisers
New York
$56K +$62.4K +1,406 New
WBC
422
Westpac Banking Corp
Australia
$53.7K -$477K -10,761 -89%
AP
423
Atwood & Palmer
Missouri
$39K – – –
QAM
424
QCI Asset Management
New York
$39K +$44.4K +1,000 New
ST
425
Smithfield Trust
Pennsylvania
$38K – – –