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Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
426
People's United Financial
Connecticut
$20K +$18.6K +270 New
PSI
427
Pinnacle Summer Investments
Virginia
$18K
NPC
428
National Planning Corporation
California
$17.4K +$17.2K +250 New
BPBT
429
Boston Private Bank & Trust
Massachusetts
$17K
MUMSS
430
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K
BBPWM
431
Blue Bell Private Wealth Management
Pennsylvania
$14K
Acadian Asset Management
432
Acadian Asset Management
Massachusetts
$13K +$11.6K +168 New
KT
433
Kanaly Trust
Texas
$10K +$3.03K +44 +45%
EWM
434
Evercore Wealth Management
New York
$9K
FANJ
435
Financial Architects (New Jersey)
New Jersey
$7K +$6.89K +100 New
RNS
436
Robert N. Shapiro
$6K +$4.96K +72 New
MCM
437
MV Capital Management
Maryland
$5K +$5.1K +74 New
CAW
438
Cornerstone Advisors (Washington)
Washington
$4K +$345 +5 +11%
TFO
439
Tarbox Family Office
California
$4K +$3.03K +44 +489%
FPFS
440
First Personal Financial Services
North Carolina
$4K +$4.07K +59 New
AC
441
Alexandria Capital
Virginia
$3K -$758 -11 -22%
GAM
442
Gemmer Asset Management
California
$3K
JWA
443
JFS Wealth Advisors
Pennsylvania
$3K
RFA
444
Reilly Financial Advisors
California
$3K
WC
445
Whitnell & Co
Illinois
$3K
S
446
SignatureFD
Georgia
$3K +$2.9K +42 New
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$2.76K +$2.62K +38 New
BPM
448
Bowling Portfolio Management
Ohio
$2.58K -$2.84M -41,247 -54%
BFEC
449
Benjamin F. Edwards & Company
Missouri
$2K +$1.79K +26 New
MFS
450
MSI Financial Services
Massachusetts
$1K +$69 +1 +10%