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Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$17K -$11.5K -355 -40%
First Manhattan
302
First Manhattan
New York
$17K +$454 +14 +3%
CB
303
Community Bank
New York
$16K
MLFP
304
MPS Loria Financial Planners
Illinois
$16K +$13.9K +427 New
BC
305
Bartlett & Co
Ohio
$14K
FCB
306
First Command Bank
Texas
$13K
FCFS
307
First Command Financial Services
Texas
$13K
IP
308
Intellectus Partners
California
$13K
MIP
309
Mondrian Investment Partners
United Kingdom
$13K
PWM
310
Perigon Wealth Management
California
$13K
FC
311
Ferris Capital
Massachusetts
$13K +$12.7K +391 New
FPFS
312
First Personal Financial Services
North Carolina
$12K
AIM
313
Arcadia Investment Management
Michigan
$12K +$11.5K +355 New
WEC
314
Winslow Evans & Crocker
Massachusetts
$11.4K
CFA
315
Carroll Financial Associates
North Carolina
$11K -$1.14K -35 -9%
VIA
316
Vantage Investment Advisors
Pennsylvania
$11K
AIL
317
AGF Investments LLC
Ontario, Canada
$10K
OIA
318
OneDigital Investment Advisors
Kansas
$10K +$9.83K +303 New
Lazard Asset Management
319
Lazard Asset Management
New York
$10K +$10.3K +316 New
BWM
320
Baystate Wealth Management
Massachusetts
$9K
CHC
321
City Holding Co
West Virginia
$9K
JWA
322
JFS Wealth Advisors
Pennsylvania
$9K
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$9K +$714 +22 +9%
BGIM
324
Brandywine Global Investment Management
Pennsylvania
$8K
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$8K