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Name Holding Trade Value Shares
Change
Change in
Stake
HB
651
Homrich & Berg
Georgia
$880K +$4.48K +63 +0.5%
SCP
652
Sandhill Capital Partners
New York
$880K +$44.7K +628 +5%
AWM
653
Altavista Wealth Management
North Carolina
$878K -$7.12K -100 -0.8%
BOTW
654
Bank of the West
California
$877K
KA
655
Kintegral Advisory
New York
$872K
AP
656
Advisor Partners
California
$870K +$2.21K +31 +0.3%
CFG
657
Citizens Financial Group
Rhode Island
$869K -$81.8K -1,149 -9%
CYG
658
Clean Yield Group
Vermont
$868K -$107K -1,500 -11%
IC
659
Intersect Capital
California
$854K -$10K -141 -1%
PIM
660
Penobscot Investment Management
Massachusetts
$845K -$1.07K -15 -0.1%
UB
661
UMB Bank
Missouri
$843K +$14.2K +199 +2%
CCP
662
Corient Capital Partners
California
$835K +$489K +6,876 +140%
NNP
663
Nachman Norwood & Parrott
South Carolina
$834K +$6.33K +89 +0.8%
WPC
664
Waters Parkerson & Co
Louisiana
$834K +$71.2K +1,000 +9%
WAM
665
Wealthspire Advisors (Maryland)
Maryland
$832K +$351K +4,938 +72%
SWP
666
Stratos Wealth Partners
Ohio
$829K -$232K -3,258 -22%
CBU
667
CIBC Bank USA
Illinois
$828K -$28.5K -400 -3%
CCG
668
Cypress Capital Group
Florida
$823K
OAM
669
Occidental Asset Management
California
$819K +$129K +1,809 +19%
WB
670
WesBanco Bank
West Virginia
$817K
WCM
671
Weld Capital Management
New York
$817K +$822K +11,546 New
BAAM
672
Baker Avenue Asset Management
California
$814K
RTC
673
Riverview Trust Company
Washington
$799K
LCM
674
LVM Capital Management
Michigan
$798K
ST
675
Smithfield Trust
Pennsylvania
$795K