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AeroVironment

Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$54K – – –
TAM
152
Tyers Asset Management
Texas
$51K +$40.2K +944 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$49K – – –
LIA
154
LS Investment Advisors
Michigan
$40K – – –
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$37K +$11.6K +273 +67%
NSIM
156
North Star Investment Management
Illinois
$30K – – –
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K – – –
EA
158
Edge Advisors
Georgia
$24K – – –
BFEC
159
Benjamin F. Edwards & Company
Missouri
$22K +$2.13K +50 +14%
GWS
160
Glassman Wealth Services
Virginia
$21K +$16.6K +390 New
BA
161
Bristlecone Advisors
Washington
$19K +$15.3K +360 New
SWA
162
Sutton Wealth Advisors
Florida
$14.3K – – –
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$13K -$4.34K -102 -29%
BTIS
164
BB&T Investment Services
North Carolina
$13K – – –
IA
165
IFP Advisors
Florida
$12K -$4.26K -100 -32%
JCM
166
Jacobi Capital Management
Pennsylvania
$11K -$4.26K -100 -33%
APSP
167
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
VCM
168
Versant Capital Management
Arizona
$10K -$1.11K -26 -12%
RWA
169
Ropes Wealth Advisors
Massachusetts
$10K +$7.62K +179 New
ASN
170
Advisory Services Network
Georgia
$9K – – –
TDC
171
Thompson Davis & Co
Virginia
$7K +$5.32K +125 New
BWM
172
Baystate Wealth Management
Massachusetts
$5K – – –
BWA
173
BDO Wealth Advisors
Florida
$5K – – –
PFBT
174
Parkside Financial Bank & Trust
Missouri
$1K – – –
IP
175
Isthmus Partners
Wisconsin
– -$913K -23,911 Closed