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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
451
HBK Sorce Advisory
Pennsylvania
$242K +$14.6K +503 +6%
ST
452
Sabal Trust
Florida
$242K +$15.4K +533 +7%
WTB
453
Washington Trust Bank
Washington
$239K +$99K +3,422 +69%
BAM
454
Barrett Asset Management
New York
$235K -$5.79K -200 -2%
Tudor Investment Corp
455
Tudor Investment Corp
Connecticut
$235K +$239K +8,271 New
BFPW
456
BOK Financial Private Wealth
Colorado
$234K -$18.5K -640 -7%
CT
457
Coastline Trust
Rhode Island
$234K -$17.9K -620 -7%
SS
458
Simplicity Solutions
Minnesota
$230K -$966K -33,394 -81%
Chevy Chase Trust
459
Chevy Chase Trust
Maryland
$228K +$232K +8,000 New
IIC
460
Integrated Investment Consultants
Michigan
$227K
BMO
461
Beck Mack & Oliver
New York
$223K
IFWM
462
Institute for Wealth Management
Colorado
$223K +$12.4K +430 +6%
Bessemer Group
463
Bessemer Group
New Jersey
$222K +$157K +5,415 +228%
CWM
464
Circle Wealth Management
New Jersey
$220K
MMG
465
Monetary Management Group
Missouri
$220K
SFG
466
Summit Financial Group
West Virginia
$219K -$6.28K -217 -3%
SMC
467
Smith, Moore & Co
Missouri
$218K +$15K +520 +7%
BCM
468
Bayesian Capital Management
New York
$216K -$1.72M -59,300 -89%
CONA
469
Capital One National Association
New York
$211K -$37.1K -1,281 -15%
Bank of Nova Scotia
470
Bank of Nova Scotia
Ontario, Canada
$211K +$214K +7,400 New
BWAM
471
Boyd Watterson Asset Management
Ohio
$210K -$15K -518 -7%
JCM
472
Jacobi Capital Management
Pennsylvania
$208K
Pacer Advisors
473
Pacer Advisors
Pennsylvania
$208K +$48.8K +1,688 +30%
CWM
474
Cornerstone Wealth Management
Missouri
$207K +$6.4K +221 +3%
TCM
475
Telos Capital Management
California
$205K -$3.79K -131 -2%