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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
451
Hanson & Doremus Investment Management
Vermont
$28K
BPBT
452
Boston Private Bank & Trust
Massachusetts
$27K +$3.81K +92 +18%
PFA
453
Paradigm Financial Advisors
Missouri
$27K +$25.7K +620 New
PFSC
454
Peoples Financial Services Corp
Pennsylvania
$26K +$24.8K +600 New
EWM
455
Evercore Wealth Management
New York
$22K -$10.1K -244 -33%
LFR
456
Lehman Financial Resources
Pennsylvania
$22K
PCTC
457
Perkins Coie Trust Company
Washington
$22K +$20.7K +500 New
Envestnet Asset Management
458
Envestnet Asset Management
Illinois
$19K +$2.82K +68 +18%
NES
459
New England Securities
New York
$16K +$1.24K +30 +9%
FHA
460
First Horizon Advisors
Tennessee
$14K +$13.3K +322 New
JIC
461
Joel Isaacson & Co
New York
$13K
RFA
462
Reilly Financial Advisors
California
$13K
SHWM
463
Smith & Howard Wealth Management
Georgia
$13K
EWM
464
Elite Wealth Management
Washington
$13K +$12.4K +300 New
AC
465
Alexandria Capital
Virginia
$11K
JAM
466
Jolley Asset Management
North Carolina
$11K
CFA
467
Carroll Financial Associates
North Carolina
$10K
PTC
468
Private Trust Company
Ohio
$10K
TIM
469
Tortoise Investment Management
New York
$9K
BFEC
470
Benjamin F. Edwards & Company
Missouri
$9K +$8.28K +200 New
M
471
MOTCO
Texas
$9K +$8.28K +200 New
SFSIG
472
San Francisco Sentry Investment Group
California
$8K
LWA
473
Lenox Wealth Advisors
New York
$8K +$7.95K +192 New
WA
474
Waverly Advisors
Alabama
$7K
KTC
475
Kistler-Tiffany Companies
Pennsylvania
$7K +$2.65K +64 +64%