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VMRK

Vivmark Residential

Name Holding Trade Value Shares
Change
Change in
Stake
GT
426
Greenleaf Trust
Michigan
$216K +$200K +3,018 New
DAM
427
Doheny Asset Management
California
$215K +$199K +3,000 New
FCBT
428
First Citizens Bank & Trust
North Carolina
$215K +$199K +3,000 New
SL
429
Summitry LLC
California
$215K +$199K +3,000 New
PFM
430
Parsec Financial Management
North Carolina
$212K +$196K +2,955 New
KFP
431
KB Financial Partners
New Jersey
$210K +$194K +2,925 New
AC
432
Athanor Capital
New York
$208K -$1.34M -20,223 -87%
DDC
433
DF Dent & Co
Maryland
$202K -$39.7K -600 -18%
OIA
434
Optimum Investment Advisors
Illinois
$201K – – –
PS
435
Planned Solutions
California
$200K +$56.3K +850 +44%
GWMIA
436
Global Wealth Management Investment Advisory
Florida
$192K +$11K +166 +7%
CAM
437
CenterStar Asset Management
Illinois
$191K – – –
NSIM
438
North Star Investment Management
Illinois
$190K – – –
Rockefeller Capital Management
439
Rockefeller Capital Management
New York
$188K -$1.35M -20,340 -89%
S
440
SignatureFD
Georgia
$186K +$38K +574 +28%
ARMT
441
Amica Retiree Medical Trust
Rhode Island
$172K -$46.2K -698 -22%
Jones Financial Companies
442
Jones Financial Companies
Missouri
$156K -$10.5K -158 -7%
Bessemer Group
443
Bessemer Group
New Jersey
$149K +$64.2K +970 +88%
DZ Bank
444
DZ Bank
Germany
$143K – – –
AWA
445
Arkadios Wealth Advisors
Georgia
$142K +$22.4K +339 +21%
BDS
446
Banco de Sabadell
Florida
$129K +$118K +1,784 New
DAM
447
Delta Asset Management
Tennessee
$126K – – –
PA
448
Parallel Advisors
California
$113K +$10.9K +164 +12%
CI
449
Clal Insurance
Israel
$112K +$103K +1,557 New
HNB
450
Huntington National Bank
Ohio
$106K – – –