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Name Holding Trade Value Shares
Change
Change in
Stake
EB
601
Eastern Bank
Massachusetts
$536K
RP
602
Rowlandmiller & Partners
Georgia
$533K +$33K +368 +7%
CWS
603
Cypress Wealth Services
California
$529K -$12.9K -144 -3%
OEP
604
Ocean Endowment Partners
Illinois
$522K +$470K +5,240 New
MYAM
605
Meiji Yasuda Asset Management
Japan
$521K -$644K -7,190 -58%
RG
606
Rikoon Group
New Mexico
$521K
PSUF
607
People's United Financial
Connecticut
$515K -$27.6K -308 -6%
FHB
608
First Hawaiian Bank
Hawaii
$514K -$11.8K -132 -2%
NIM
609
Northeast Investment Management
Massachusetts
$513K
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$508K +$456K +5,092 +63,650%
TA
611
TFG Advisers
Michigan
$506K +$179 +2 +0%
SC
612
Savant Capital
Illinois
$505K +$2.33K +26 +0.5%
CS
613
Cannell & Spears
New York
$504K +$30.3K +338 +7%
ZB
614
Zions Bancorporation
Utah
$503K +$123K +1,367 +37%
TH
615
TCTC Holdings
Texas
$501K
CAM
616
Cresset Asset Management
Illinois
$493K -$21.2K -237 -5%
CIA
617
CSat Investment Advisory
Michigan
$492K -$443K -4,937 -50%
VWA
618
V Wealth Advisors
Kansas
$485K
SIP
619
Stoneridge Investment Partners
Pennsylvania
$481K +$432K +4,825 New
PNC
620
Park National Corp
Ohio
$480K -$153K -1,703 -26%
NP
621
Ninepoint Partners
Ontario, Canada
$480K +$432K +4,816 New
SFG
622
SevenBridge Financial Group
Pennsylvania
$477K +$9.86K +110 +2%
CCA
623
Conservest Capital Advisors
Pennsylvania
$475K
CS
624
Capital Square
Tennessee
$473K +$426K +4,750 New
BWM
625
Biltmore Wealth Management
Arizona
$468K -$44.4K -495 -10%