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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
901
Williams Jones Wealth Management
New York
$558K +$20.1K +479 +3%
BFS
902
Bradley Foster & Sargent
Connecticut
$556K -$77K -1,834 -11%
SIC
903
Samalin Investment Counsel
New York
$554K +$59K +1,406 +11%
ISFAN
904
Investor's Fiduciary Advisor Network
Washington
$554K +$607K +14,463 New
BPW
905
Bingham Private Wealth
California
$554K +$607K +14,447 New
JSSH
906
J. Safra Sarasin Holding
$554K +$9.53K +227 +2%
HWMT
907
Heritage Wealth Management (Texas)
Texas
$553K -$71.7K -1,709 -11%
NHC
908
Nicholas Hoffman & Company
Georgia
$551K +$336 +8 +0.1%
UPS
909
UHLMANN PRICE SECURITIES
Illinois
$551K -$113K -2,683 -16%
IAS
910
Insigneo Advisory Services
Florida
$550K +$602K +14,333 New
FAB
911
First American Bank
Illinois
$549K +$601K +14,308 New
CT
912
Coastline Trust
Rhode Island
$548K -$318K -7,580 -35%
PSP
913
Principal Street Partners
Tennessee
$544K -$8.86K -211 -1%
FNBT
914
FineMark National Bank & Trust
Florida
$541K -$14.7K -349 -2%
PAS
915
Point72 Asia (Singapore)
Singapore
$541K -$53K -1,263 -8%
EWM
916
Evercore Wealth Management
New York
$539K +$106K +2,520 +22%
LI
917
Lafayette Investments
Maryland
$537K
SLWA
918
San Luis Wealth Advisors
California
$535K -$3.36K -80 -0.6%
EPIMS
919
Evelyn Partners Investment Management Services
$533K +$583K +13,891 New
HSA
920
HBK Sorce Advisory
Pennsylvania
$532K -$79.3K -1,888 -12%
LWAM
921
Legacy Wealth Asset Management
Minnesota
$531K -$31.3K -745 -5%
CFGS
922
Concourse Financial Group Securities
Alabama
$530K -$163K -3,879 -23%
CWM
923
Cornerstone Wealth Management
Missouri
$530K +$580K +13,813 New
AIP
924
Ameritas Investment Partners
Nebraska
$528K -$26.2K -624 -4%
HIC
925
Harvey Investment Company
Kentucky
$526K -$87.7K -2,089 -13%