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Name Holding Trade Value Shares
Change
Change in
Stake
LW
651
Linscomb Wealth
Texas
$697K +$11.1K +214 +2%
CFA
652
CT Financial Advisors
Pennsylvania
$696K -$9.61K -185 -1%
MFS
653
MSI Financial Services
Massachusetts
$691K -$378K -7,269 -37%
WPC
654
Waters Parkerson & Co
Louisiana
$691K -$57.1K -1,100 -8%
WIM
655
Waverton Investment Management
United Kingdom
$691K +$648K +12,472 New
UR
656
USCA RIA
Texas
$687K +$26.6K +513 +4%
RCAMU
657
Rothschild & Co Asset Management US
Connecticut
$679K -$48.6K -936 -7%
CC
658
ClearArc Capital
Ohio
$676K -$15.4K -296 -2%
NIM
659
Nexus Investment Management
Ontario, Canada
$670K
HPBT
660
High Point Bank & Trust
North Carolina
$669K -$7.89K -152 -1%
RIA
661
Regal Investment Advisors
Michigan
$660K -$104K -2,007 -14%
PI
662
PineBridge Investments
New York
$656K -$277K -5,342 -31%
PA
663
Pinnacle Associates
New York
$655K -$7.17K -138 -1%
CFG
664
Citizens Financial Group
Rhode Island
$654K -$143K -2,750 -19%
CCG
665
Cypress Capital Group
Florida
$653K +$130K +2,510 +27%
RC
666
Roundview Capital
New Jersey
$651K
W
667
Wealthfront
California
$649K +$122K +2,354 +25%
BHIA
668
Birch Hill Investment Advisors
Massachusetts
$642K -$15.6K -300 -3%
Bank of Nova Scotia
669
Bank of Nova Scotia
Ontario, Canada
$641K +$49.8K +959 +9%
EOJOAM
670
E. Ohman J:or Asset Management
Sweden
$637K
CNBT
671
Canandaigua National Bank & Trust
New York
$636K +$13.8K +266 +2%
CB
672
Chemical Bank
Michigan
$636K +$99.7K +1,919 +20%
SWP
673
Stratos Wealth Partners
Ohio
$634K -$63.8K -1,228 -10%
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$631K -$6.18K -119 -1%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$627K +$207K +3,986 +54%