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Name Holding Trade Value Shares
Change
Change in
Stake
GT
451
Greenleaf Trust
Michigan
$820K +$159K +1,280 +23%
BTWM
452
Baker Tilly Wealth Management
Wisconsin
$816K -$6.21K -50 -0.7%
GCL
453
Gouws Capital LLC
North Carolina
$807K +$835K +6,726 New
PRC
454
Pearl River Capital
Michigan
$806K +$834K +6,717 New
RCM
455
Radnor Capital Management
Pennsylvania
$803K -$447K -3,600 -35%
HNB
456
Huntington National Bank
Ohio
$792K +$85.3K +687 +12%
B
457
Bailard
California
$789K -$1.12K -9 -0.1%
FPF
458
First Pacific Financial
Washington
$784K +$17.5K +141 +2%
EMG
459
ETF Managers Group
New Jersey
$776K +$38.4K +309 +5%
GLA
460
Great Lakes Advisors
Illinois
$770K +$9.31K +75 +1%
VanEck Associates
461
VanEck Associates
New York
$770K +$90.5K +729 +13%
GAA
462
Green Alpha Advisors
Colorado
$755K +$11.9K +96 +2%
LOAMS
463
Lombard Odier Asset Management (Switzerland)
Switzerland
$752K -$720K -5,799 -48%
LNB
464
Ledyard National Bank
$742K +$17.9K +144 +2%
CTA
465
Chesley Taft & Associates
Illinois
$738K +$66.4K +535 +10%
BPCE
466
Bank Pictet & Cie (Europe)
Germany
$731K +$68.8K +554 +10%
EAM
467
EFG Asset Management
Oregon
$722K +$747K +6,020 New
WAM
468
Westport Asset Management
Connecticut
$720K
SW
469
StrongBox Wealth
Missouri
$713K +$155K +1,245 +26%
FBT
470
First Bankers Trust
Kentucky
$706K
FAM
471
Fred Alger Management
New York
$690K
PCS
472
Personal CFO Solutions
New Jersey
$680K +$37.1K +299 +6%
PF
473
Phoenix Financial
Israel
$679K -$58.8K -474 -8%
WT
474
Whittier Trust
California
$679K +$18.5K +149 +3%
Bessemer Group
475
Bessemer Group
New Jersey
$669K +$76.6K +617 +12%