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Name Holding Trade Value Shares
Change
Change in
Stake
UBG
626
United Bank (Georgia)
Georgia
$909K +$115K +409 +15%
BHWM
627
Bar Harbor Wealth Management
New Hampshire
$907K +$843 +3 +0.1%
Parallax Volatility Advisers
628
Parallax Volatility Advisers
California
$903K -$1.22M -4,351 -58%
BWM
629
BerganKDV Wealth Management
Minnesota
$903K +$85.7K +305 +11%
CFA
630
Camarda Financial Advisors
Florida
$889K +$861K +3,064 New
BWM
631
Baystate Wealth Management
Massachusetts
$885K +$125K +443 +21%
IA
632
IFG Advisory
Georgia
$884K +$19.7K +70 +2%
BPCA
633
Bank Pictet & Cie (Asia)
Singapore
$879K +$851K +3,028 New
JMFC
634
J.M. Forbes & Co
Massachusetts
$876K
MML Investors Services
635
MML Investors Services
Massachusetts
$875K -$98.1K -349 -10%
WIS
636
Wright Investors Service
Connecticut
$869K +$542K +1,928 +181%
UH
637
Unigestion Holding
Switzerland
$862K +$835K +2,970 New
PSUF
638
People's United Financial
Connecticut
$860K +$7.59K +27 +0.9%
WIM
639
Westside Investment Management
California
$851K -$2.53K -9 -0.3%
BBHC
640
Brown Brothers Harriman & Co
New York
$850K -$21.9K -78 -3%
ET
641
Equitable Trust
Tennessee
$849K +$823K +2,927 New
RFC
642
Regions Financial Corp
Alabama
$843K -$20.2K -72 -2%
PL
643
Plancorp LLC
Missouri
$839K
SCM
644
Stonebridge Capital Management
California
$825K +$28.1K +100 +4%
HCA
645
Harbour Capital Advisors
Virginia
$819K +$354K +1,260 +84%
PGFC
646
Peapack-Gladstone Financial Corp
New Jersey
$816K -$44.7K -159 -5%
BS
647
Banco Santander
Spain
$813K +$98.1K +349 +14%
WPW
648
Waldron Private Wealth
Pennsylvania
$810K +$23.9K +85 +3%
GC
649
Grace Capital
Massachusetts
$798K +$1.28M +4,546 +97%
NFC
650
Northeast Financial Consultants
Connecticut
$796K