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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
801
Compagnie Lombard Odier SCmA
Switzerland
$543K +$16.6K +636 +3%
CC
802
Courier Capital
New York
$536K -$10.5K -402 -2%
NIMI
803
Natixis Investment Managers International
France
$536K +$118K +4,524 +27%
EFS
804
Essex Financial Services
Connecticut
$533K +$78.6K +3,018 +17%
DWT
805
Dorsey & Whitney Trust
South Dakota
$531K +$36.9K +1,416 +7%
VIA
806
Vantage Investment Advisors
Pennsylvania
$528K +$102K +3,898 +23%
WIS
807
Wright Investors Service
Connecticut
$526K -$82.8K -3,178 -13%
BAM
808
Barrett Asset Management
New York
$523K +$106K +4,080 +24%
EWM
809
Evercore Wealth Management
New York
$514K -$35K -1,342 -6%
NL
810
NWAM LLC
Washington
$513K +$84.3K +3,236 +19%
MCC
811
Mid Continent Capital
Illinois
$507K -$17.3K -666 -3%
HCM
812
Howland Capital Management
Massachusetts
$507K +$31.3K +1,202 +6%
WRM
813
Westport Resources Management
Connecticut
$498K +$99K +3,800 +24%
MBT
814
Monroe Bank & Trust
Michigan
$496K +$106K +4,086 +26%
RMC
815
Regis Management Company
California
$494K -$7.5K -288 -1%
CONA
816
Capital One National Association
New York
$490K -$234K -8,966 -31%
BUB
817
BBVA USA Bancshares
Texas
$490K -$6.15K -236 -1%
MC
818
Moors & Cabot
Massachusetts
$486K +$506K +19,432 New
Rafferty Asset Management
819
Rafferty Asset Management
New York
$483K -$215K -8,256 -30%
PWM
820
ParenteBeard Wealth Management
Pennsylvania
$480K -$8.65K -332 -2%
IIM
821
Intact Investment Management
Quebec, Canada
$480K
EA
822
Elm Advisors
California
$478K -$27.8K -1,066 -5%
WA
823
WBH Advisory
Maryland
$478K +$38.3K +1,470 +8%
BRWA
824
B. Riley Wealth Advisors
Florida
$473K +$324K +12,450 +193%
WB
825
Webster Bank
Connecticut
$464K -$20.1K -772 -4%