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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
376
Regal Investment Advisors
Michigan
$47K -$1.53K -36 -3%
ECM
377
ETrade Capital Management
Virginia
$44K +$4.6K +108 +12%
MFS
378
MSI Financial Services
Massachusetts
$43K -$36.8K -864 -46%
CS
379
Credential Securities
$38.5K +$38K +892 New
BFEC
380
Benjamin F. Edwards & Company
Missouri
$37K – – –
SF
381
Synovus Financial
Georgia
$35K +$34.4K +808 New
BPBT
382
Boston Private Bank & Trust
Massachusetts
$33K – – –
FNBT
383
FineMark National Bank & Trust
Florida
$32K -$3.87K -91 -11%
EWM
384
Evercore Wealth Management
New York
$32K +$16.2K +380 +100%
MCM
385
Manchester Capital Management
Vermont
$31K +$30.9K +725 New
PP
386
Palladium Partners
Virginia
$27K +$26.8K +630 New
BOK
387
Bank of Kentucky
Kentucky
$26K – – –
HRIA
388
Haberer Registered Investment Advisor
Ohio
$26K – – –
RWM
389
Raffa Wealth Management
District of Columbia
$25.9K -$596 -14 -2%
LWCFA
390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K – – –
EWM
391
Elite Wealth Management
Washington
$24K – – –
DAM
392
Delta Asset Management
Tennessee
$22K – – –
AIM
393
Acuity Investment Management
Ontario, Canada
$17K -$12.8K -300 -43%
ARMC
394
American Research & Management Company
Massachusetts
$17K – – –
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
Loomis, Sayles & Company
396
Loomis, Sayles & Company
Massachusetts
$17K – – –
QAM
397
QCI Asset Management
New York
$17K – – –
WT
398
Whittier Trust
California
$16K – – –
CA
399
CapWealth Advisors
Tennessee
$15K – – –
FBT
400
Founders Bank & Trust
Michigan
$15K – – –