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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1226
Evercore Wealth Management
New York
$666K +$139K +1,285 +25%
ATC
1227
Adirondack Trust Company
New York
$665K -$6.51K -60 -0.9%
PL
1228
Perpetual Ltd
Australia
$661K -$972K -8,958 -58%
LCM
1229
LCM Capital Management
Illinois
$659K +$164K +1,509 +31%
GI
1230
GAMCO Investors
Connecticut
$658K +$206K +1,897 +42%
WA
1231
WP Advisors
California
$657K +$13.6K +125 +2%
IIM
1232
InTrack Investment Management
Vermont
$656K +$252K +2,318 +57%
SWA
1233
SOA Wealth Advisors
New York
$653K +$11.8K +109 +2%
PSC
1234
Portman Square Capital
United Kingdom
$653K -$772K -7,110 -53%
HH
1235
HWG Holdings
Texas
$651K -$2.43M -22,340 -78%
SSB
1236
Sandy Spring Bank
Maryland
$646K -$3.91K -36 -0.6%
SW
1237
SlateStone Wealth
Florida
$641K +$4.02K +37 +0.6%
BFM
1238
Boston Financial Management
Massachusetts
$641K -$3.15K -29 -0.5%
HIA
1239
Harbor Investment Advisory
Maryland
$640K +$301K +2,775 +81%
LWCFA
1240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$636K -$35.3K -325 -5%
DWM
1241
Dakota Wealth Management
Florida
$636K -$314K -2,893 -32%
SCA
1242
Sage Capital Advisors
South Dakota
$635K – – –
AIP
1243
Almanack Investment Partners
Pennsylvania
$635K -$3.26K -30 -0.5%
WIS
1244
Wright Investors Service
Connecticut
$632K +$7.82K +72 +1%
CS
1245
Comerica Securities
Michigan
$632K +$434 +4 +0.1%
DC
1246
Diametric Capital
Massachusetts
$629K +$423K +3,895 +175%
MPCL
1247
My Personal CFO LLC
Washington
$628K +$434 +4 +0.1%
VAFP
1248
Vahanian & Associates Financial Planning
New York
$625K +$13K +120 +2%
CFGS
1249
Concourse Financial Group Securities
Alabama
$624K +$103K +953 +19%
WSTAM
1250
Wilbanks Smith & Thomas Asset Management
Virginia
$622K +$3.8K +35 +0.6%
48 49
50
51 52