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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
901
Evercore Wealth Management
New York
$575K +$3.26K +60 +0.5%
ATPW
902
Ashton Thomas Private Wealth
Arizona
$574K -$5.54K -102 -0.9%
CK
903
Cohen Klingenstein
New York
$572K
MA
904
Montag & Associates
Georgia
$572K +$88.5K +1,629 +18%
MS
905
Maven Securities
Jersey
$570K +$398K +7,315 +201%
FIA
906
Foundations Investment Advisors
Arizona
$567K -$77.9K -1,434 -11%
BC
907
Bartlett & Co
Ohio
$567K -$17.9K -329 -3%
BCWM
908
Bartlett & Co Wealth Management
Ohio
$567K -$17.9K -329 -3%
SIG
909
Stonegate Investment Group
Alabama
$564K -$1.69K -31 -0.3%
FFO
910
Fiduciary Family Office
Florida
$563K +$587K +10,809 New
HH
911
Hilltop Holdings
Texas
$560K +$11.9K +219 +2%
WSC
912
Wellington Shields & Co
New York
$557K -$27.2K -500 -4%
CNBT
913
Cornerstone National Bank & Trust
Illinois
$555K +$580K +10,663 New
TIAA Trust, National Association
914
TIAA Trust, National Association
North Carolina
$554K -$62.1K -1,142 -10%
WB
915
WesBanco Bank
West Virginia
$553K -$34.7K -639 -6%
PSP
916
Principal Street Partners
Tennessee
$552K -$39.2K -721 -6%
CAAS
917
Capital Asset Advisory Services
Michigan
$552K +$924 +17 +0.2%
CCA
918
Checchi Capital Advisers
California
$552K +$6.3K +116 +1%
CAM
919
Congress Asset Management
Massachusetts
$552K
STA
920
Summit Trail Advisors
New York
$551K -$131K -2,413 -19%
SAM
921
Smartleaf Asset Management
Massachusetts
$548K +$571K +10,501 New
KA
922
KLCM Advisors
Wisconsin
$548K +$5.43K +100 +1%
LFA
923
Legend Financial Advisors
Pennsylvania
$548K -$7.28K -134 -1%
CC
924
Courier Capital
New York
$540K -$22.9K -422 -4%
IAA
925
Independent Advisor Alliance
North Carolina
$539K +$126K +2,323 +29%