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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$45K -$26.9K -811 -38%
AF
302
Advisornet Financial
Minnesota
$44K +$99 +3 +0.2%
WT
303
Whittier Trust
California
$43K -$10.7K -323 -21%
ST
304
Smithfield Trust
Pennsylvania
$43K
TCOV
305
Trust Company of Vermont
Vermont
$43K +$13.2K +400 +48%
GCM
306
Gables Capital Management
Florida
$40K
SWM
307
Spire Wealth Management
Virginia
$38K +$4.64K +140 +15%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$36K
Loomis, Sayles & Company
309
Loomis, Sayles & Company
Massachusetts
$36K +$34.6K +1,045 New
DSC
310
Duncker Streett & Co
Missouri
$35K +$33.1K +1,000 New
ST
311
Sageworth Trust
Pennsylvania
$35K +$33.8K +1,020 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$34K +$32.2K +973 +6,487%
DMK
313
David M. Knott
$32K
First Manhattan
314
First Manhattan
New York
$32K +$33 +1 +0.1%
SIC
315
Salem Investment Counselors
North Carolina
$31K
FPS
316
Fieldpoint Private Securities
Connecticut
$30K
S
317
SignatureFD
Georgia
$30K +$18.2K +551 +173%
GWSG
318
GPS Wealth Strategies Group
Colorado
$29K -$3.31K -100 -11%
CBT
319
CoreFirst Bank & Trust
Kansas
$29K
EAM
320
Exos Asset Management
New York
$28K +$26.6K +802 New
CAM
321
Close Asset Management
United Kingdom
$25K
PA
322
Parallel Advisors
California
$25K
SSC
323
Syverson Strege & Co
Iowa
$25K
FMTCOCP
324
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K +$24.2K +732 New
CTB
325
Country Trust Bank
Illinois
$24K