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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
726
Chicago Partners Investment Group
Illinois
$555K +$27.1K +171 +5%
CFCS
727
CDM Financial Counseling Services
Connecticut
$553K
ST
728
Smithfield Trust
Pennsylvania
$549K -$1.43K -9 -0.3%
EH
729
Equitable Holdings
New York
$548K +$120K +755 +27%
RZH
730
Relyea Zuckerberg Hanson
Connecticut
$542K -$83.1K -525 -13%
KCM
731
Kanawha Capital Management
Virginia
$542K -$59.4K -375 -10%
AP
732
Appleton Partners
Massachusetts
$541K -$16.8K -106 -3%
WT
733
Whittier Trust
California
$541K -$62.1K -392 -10%
IP
734
Indivisible Partners
Florida
$537K +$254K +1,601 +87%
RCM
735
Radnor Capital Management
Pennsylvania
$533K
GBT
736
Grove Bank & Trust
Florida
$533K +$21.5K +136 +4%
BG
737
Bahl & Gaynor
Ohio
$530K
CHC
738
City Holding Co
West Virginia
$530K +$25.2K +159 +5%
KWA
739
Kingswood Wealth Advisors
California
$528K -$12.7K -80 -2%
SWM
740
Sterling Wealth Management
Illinois
$527K +$158 +1 +0%
OAM
741
Oxford Asset Management
United Kingdom
$524K +$534K +3,370 New
HFS
742
Howard Financial Services
Texas
$522K +$94.7K +598 +22%
BTWM
743
Baker Tilly Wealth Management
Wisconsin
$522K +$7.29K +46 +1%
UOTTAIMCU
744
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$521K +$530K +3,348 New
AWA
745
Arkadios Wealth Advisors
Georgia
$520K +$4.75K +30 +0.9%
IC
746
Inscription Capital
Texas
$519K +$20.9K +132 +4%
JMFC
747
J.M. Forbes & Co
Massachusetts
$517K
NGA
748
Naples Global Advisors
Florida
$516K -$4.75K -30 -0.9%
CPC
749
Congress Park Capital
New York
$513K
RG
750
Rathbones Group
United Kingdom
$512K -$63.4K -400 -11%