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Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$684K +$4.26K +71 +0.6%
MCM
227
Mengis Capital Management
Oregon
$676K -$125K -2,085 -15%
AMI
228
Amica Mutual Insurance
Rhode Island
$656K +$344K +5,727 +103%
CYG
229
Clean Yield Group
Vermont
$656K +$675K +11,254 New
Geode Capital Management
230
Geode Capital Management
Massachusetts
$649K +$130K +2,163 +24%
FPS
231
Fieldpoint Private Securities
Connecticut
$639K -$84.8K -1,413 -11%
BCB
232
Brian C. Broderick
$637K -$67.8K -1,130 -9%
FTIOP
233
Fiduciary Trust International of Pennsylvania
Pennsylvania
$626K +$644K +10,738 New
CCP
234
Corient Capital Partners
California
$624K -$17.8K -296 -3%
AI
235
Atria Investments
North Carolina
$623K +$28.2K +470 +5%
SIS
236
Susquehanna International Securities
Ireland
$621K +$69.6K +1,160 +12%
TAM
237
Tradition Asset Management
Virginia
$619K -$28.6K -477 -4%
PCS
238
Personal CFO Solutions
New Jersey
$602K +$620K +10,331 New
DADC
239
D.A. Davidson & Co
Montana
$596K -$410K -6,829 -40%
MCM
240
MAI Capital Management
Ohio
$582K +$18.4K +307 +3%
ZCA
241
Zeke Capital Advisors
Pennsylvania
$576K +$593K +9,888 New
PGFC
242
Peapack-Gladstone Financial Corp
New Jersey
$571K -$33.9K -565 -5%
AP
243
Advisor Partners
California
$560K +$94.4K +1,574 +20%
SCP
244
Shorepoint Capital Partners
Massachusetts
$551K -$156K -2,603 -22%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$543K -$45.8K -764 -8%
ZAM
246
Zevin Asset Management
Massachusetts
$526K +$36.5K +609 +7%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$523K -$72.1K -1,202 -12%
GC
248
Guggenheim Capital
Illinois
$521K -$154K -2,575 -22%
TC
249
Telemus Capital
Michigan
$521K -$65.7K -1,095 -11%
VAS
250
Vestmark Advisory Solutions
Massachusetts
$515K +$213K +3,547 +67%