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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
601
Lenox Wealth Management
Ohio
$112K +$116K +1,299 New
PAM
602
PartnerRe Asset Management
Connecticut
$110K -$8.91K -100 -7%
KT
603
Kanaly Trust
Texas
$109K -$17.8K -200 -14%
MA
604
MUFG Americas
New York
$109K -$2.67K -30 -2%
SAM
605
Sunnymeath Asset Management
New Jersey
$109K +$112K +1,252 New
PAIA
606
Park Avenue Institutional Advisers
New York
$107K -$3.12K -35 -3%
AIM
607
Acrospire Investment Management
Illinois
$104K +$107K +1,200 New
BBPWM
608
Blue Bell Private Wealth Management
Pennsylvania
$98K +$65.5K +735 +184%
VCM
609
Versant Capital Management
Arizona
$90K -$2.14K -24 -2%
CRM
610
Cramer Rosenthal McGlynn
Connecticut
$87K – – –
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$85K -$28.4K -319 -24%
FFC
612
First Financial Corp
Indiana
$83K -$8.91K -100 -10%
BWP
613
Baldwin Wealth Partners
Massachusetts
$79K +$81.4K +914 New
RI
614
Redwood Investments
Massachusetts
$78K – – –
GLI
615
Guardian Life Insurance
New York
$63K -$18.3K -205 -22%
FANJ
616
Financial Architects (New Jersey)
New Jersey
$57K +$58.4K +656 New
WAM
617
Wealthspire Advisors (Maryland)
Maryland
$56K -$6.15K -69 -10%
WRM
618
Westport Resources Management
Connecticut
$52K -$98K -1,100 -65%
TIM
619
Tortoise Investment Management
New York
$52K – – –
HDIM
620
Hanson & Doremus Investment Management
Vermont
$51K – – –
TFA
621
Transamerica Financial Advisors
Florida
$49K +$2.32K +26 +5%
WIC
622
Woodmont Investment Counsel
Tennessee
$48K – – –
GXMC
623
Global X Management Company
New York
$45K +$41.2K +463 +772%
BC
624
Bartlett & Co
Ohio
$44K – – –
RFA
625
Reilly Financial Advisors
California
$44K – – –