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Name Holding Trade Value Shares
Change
Change in
Stake
WT
526
Whittier Trust
California
$124K – – –
WRM
527
Westport Resources Management
Connecticut
$120K – – –
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$119K -$3.42K -45 -3%
W
529
Wealthfront
California
$119K +$15.7K +206 +15%
GIS
530
Guardian Investor Services
New York
$117K -$14.6K -192 -11%
CRM
531
Cramer Rosenthal McGlynn
Connecticut
$97K – – –
GLI
532
Guardian Life Insurance
New York
$94K -$6.23K -82 -6%
MA
533
MUFG Americas
New York
$88K +$380 +5 +0.4%
KT
534
Kanaly Trust
Texas
$83K – – –
TSW
535
Thompson Siegel & Walmsley
Virginia
$80K – – –
CFA
536
Carroll Financial Associates
North Carolina
$79K – – –
CS
537
Credential Securities
$77.6K – – –
MFBTD
538
MB Financial Bank - Trust Department
Illinois
$77K -$76K -1,000 -50%
PSC
539
Prentiss Smith & Co
Vermont
$77K – – –
MFS
540
MSI Financial Services
Massachusetts
$74K -$34.4K -452 -32%
LBG
541
Lloyds Banking Group
United Kingdom
$72K -$1.06K -14 -1%
RI
542
Redwood Investments
Massachusetts
$70K – – –
TF
543
Tompkins Financial
New York
$70K – – –
SAMC
544
Shinko Asset Management Company
Japan
$68K -$7.6K -100 -10%
MAM
545
Mizuho Asset Management
Japan
$65K +$22K +289 +52%
HDIM
546
Hanson & Doremus Investment Management
Vermont
$62K – – –
MMG
547
Monetary Management Group
Missouri
$54K – – –
CFSG
548
Community Financial Services Group
Vermont
$52K +$50.9K +670 New
PMFA
549
Plante Moran Financial Advisors
Michigan
$51K -$11.4K -150 -19%
ST
550
Stifel Trust
Missouri
$49K – – –