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Name Holding Trade Value Shares
Change
Change in
Stake
OA
251
OFI Advisors
Pennsylvania
$69K -$2.85K -462 -4%
UR
252
USCA RIA
Texas
$69K -$62 -10 -0.1%
DWA
253
Douglass Winthrop Advisors
New York
$69K
Mariner
254
Mariner
Kansas
$68K
MCM
255
Mitchell Capital Management
Kansas
$67K
LMGAM
256
Liberty Mutual Group Asset Management
Massachusetts
$65K +$65.9K +10,658 New
EWM
257
Evercore Wealth Management
New York
$62K +$13.2K +2,134 +26%
CONA
258
Capital One National Association
New York
$62K +$62.7K +10,142 New
EMG
259
Ellington Management Group
Connecticut
$62K +$63K +10,200 New
BFS
260
Bradley Foster & Sargent
Connecticut
$61K
SC
261
Saturna Capital
Washington
$61K
EDRH
262
Edmond de Rothschild Holding
Switzerland
$61K +$61.8K +10,000 New
JFA
263
JNBA Financial Advisors
Minnesota
$55K -$10.8K -1,750 -16%
LOT
264
Lombard Odier Transatlantic
Quebec, Canada
$55K
ClearBridge Investments
265
ClearBridge Investments
New York
$54K +$31.1K +5,030 +133%
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$52K
KAS
267
Kemnay Advisory Services
New York
$40K
RFA
268
Reilly Financial Advisors
California
$31K
TJHA
269
Thomas J. Herzfeld Advisors
Florida
$30K +$5.67K +917 +23%
MFS
270
MSI Financial Services
Massachusetts
$29K -$96.9K -15,675 -77%
ACS
271
Archford Capital Strategies
Illinois
$26K
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$22K +$5.75K +930 +34%
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$21K
HNB
274
Huntington National Bank
Ohio
$21K
SSB
275
Sandy Spring Bank
Maryland
$21K