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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Bruderman Asset Management
New York
$38K
CGT
502
Capital Guardian Trust
California
$38K
GLI
503
Guardian Life Insurance
New York
$36K
VCM
504
Versant Capital Management
Arizona
$36K
HDIM
505
Hanson & Doremus Investment Management
Vermont
$35K
PFSC
506
Peoples Financial Services Corp
Pennsylvania
$33K
NFG
507
Next Financial Group
Texas
$32K +$28.1K +464 +387%
PFBT
508
Parkside Financial Bank & Trust
Missouri
$28K
PCTC
509
Perkins Coie Trust Company
Washington
$27K
CAW
510
Cornerstone Advisors (Washington)
Washington
$26K +$22.1K +365 +344%
WTB
511
Washington Trust Bank
Washington
$23K +$13.6K +225 +113%
SNT
512
Security National Trust
West Virginia
$22K
MCM
513
McKinley Capital Management
Alaska
$22K +$20K +330 +471%
FAM
514
Fred Alger Management
New York
$20K +$11K +181 +97%
RPG
515
Risk Paradigm Group
Texas
$19.6K
JIC
516
Joel Isaacson & Co
New York
$17K
IC
517
IKOS CIF
Cyprus
$17K +$17.9K +295 New
TCOV
518
Trust Company of Vermont
Vermont
$16K +$12.1K +200 +200%
WAM
519
Wealthspire Advisors (Maryland)
Maryland
$15K +$908 +15 +6%
ZB
520
Zions Bancorporation
Utah
$15K +$2.48K +41 +16%
CIM
521
Contravisory Investment Management
Massachusetts
$15K +$16.4K +271 New
CFS
522
Commonwealth Financial Services
West Virginia
$14K -$15.9K -263 -51%
EWM
523
Evercore Wealth Management
New York
$14K -$7.99K -132 -34%
SAM
524
Shamrock Asset Management
Texas
$14K
IPC
525
Independent Portfolio Consultants
Florida
$12K