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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
926
Inlet Private Wealth
Florida
$873K
MNBTD
927
Moody National Bank Trust Division
Texas
$872K -$21.9K -357 -3%
MFS
928
Monetta Financial Services
Illinois
$871K +$798K +13,000 New
WT
929
Whittier Trust
California
$868K +$19.8K +323 +3%
VI
930
Versor Investments
New York
$866K -$127K -2,068 -14%
AWM
931
Avitas Wealth Management
California
$866K -$5.03K -82 -0.6%
Bessemer Group
932
Bessemer Group
New Jersey
$863K +$124K +2,018 +19%
S
933
SignatureFD
Georgia
$860K -$27.9K -455 -3%
1WM
934
1858 Wealth Management
Ohio
$859K
PTC
935
Private Trust Company
Ohio
$857K +$78.7K +1,282 +11%
HWM
936
HB Wealth Management
Georgia
$848K +$125K +2,039 +19%
AFG
937
Atomi Financial Group
New York
$847K +$363K +5,912 +88%
SAM
938
Silvercrest Asset Management
New York
$846K -$741K -12,076 -49%
FFO
939
Fiduciary Family Office
Florida
$845K +$266K +4,332 +52%
KIC
940
Kensington Investment Counsel
California
$839K +$3.19K +52 +0.4%
TCM
941
Triumph Capital Management
Colorado
$839K -$387K -6,298 -33%
TIAA Trust, National Association
942
TIAA Trust, National Association
North Carolina
$838K -$45.3K -738 -6%
HCM
943
Helios Capital Management
Singapore
$837K
VA
944
Valmark Advisers
Ohio
$834K +$347K +5,653 +83%
DPIM
945
Duff & Phelps Investment Management
Illinois
$833K +$18.4K +300 +2%
RFWA
946
RPg Family Wealth Advisory
Massachusetts
$831K +$481K +7,830 +171%
CMI
947
Clare Market Investments
Texas
$828K -$13.7K -223 -2%
SNBOSD
948
Security National Bank of So Dak
Iowa
$821K +$112K +1,817 +17%
RI
949
Ridgewood Investments
New Jersey
$811K -$5.65K -92 -0.8%
BP
950
Ballentine Partners
Massachusetts
$807K +$70.3K +1,146 +11%