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American International

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
Edge Wealth Management
New York
$180K
LOCB
852
Lombard Odier & Cie (Bahamas)
Bahamas
$170K
EWM
853
Evercore Wealth Management
New York
$163K +$30.4K +497 +21%
PSUF
854
People's United Financial
Connecticut
$159K -$31.2K -510 -15%
JIC
855
Joel Isaacson & Co
New York
$157K -$11.1K -181 -6%
MWP
856
MYCIO Wealth Partners
Pennsylvania
$157K +$2.14K +35 +1%
BAM
857
Barrett Asset Management
New York
$151K
SC
858
SRB Corp
Massachusetts
$147K +$10.1K +165 +7%
CPIG
859
Chicago Partners Investment Group
Illinois
$145K +$795 +13 +0.5%
MCM
860
Manchester Capital Management
Vermont
$139K
ED
861
Exane Derivatives
France
$137K +$13.5K +221 +10%
SFFS
862
Stonehage Fleming Financial Services
Jersey
$132K
WTB
863
Washington Trust Bank
Washington
$131K +$13.4K +220 +11%
KA
864
Klingman & Associates
New York
$130K +$141K +2,300 +46,000%
PTCG
865
Pring Turner Capital Group
California
$125K +$134K +2,199 New
LWM
866
Lenox Wealth Management
Ohio
$122K +$2.75K +45 +2%
NSIM
867
North Star Investment Management
Illinois
$121K +$21.4K +350 +20%
KPCM
868
Kings Point Capital Management
New York
$112K
IRS
869
Invictus RG (Singapore)
Singapore
$112K +$57.6K +942 +92%
CBT
870
Central Bank & Trust
Kentucky
$109K +$93.5K +1,529 +392%
MGIA
871
Moneta Group Investment Advisors
Missouri
$109K +$118K +1,923 New
SSB
872
Sandy Spring Bank
Maryland
$108K -$7.64K -125 -6%
WEC
873
Winslow Evans & Crocker
Massachusetts
$106K
Lazard Asset Management
874
Lazard Asset Management
New York
$102K -$10.6M -173,172 -99%
HR
875
Howe & Rusling
New York
$100K -$16.3K -266 -13%