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Name Holding Trade Value Shares
Change
Change in
Stake
Evercore Wealth Management
701
Evercore Wealth Management
New York
$711K -$62K -1,036 -9%
FNBOMD
702
First National Bank of Mount Dora
Florida
$709K -$313K -5,234 -32%
Lido Advisors
703
Lido Advisors
California
$707K +$7.6K +127 +1%
KCM
704
Kanawha Capital Management
Virginia
$707K +$31K +518 +5%
WIC
705
Wilkins Investment Counsel
Massachusetts
$704K -$85.3K -1,425 -11%
SignatureFD
706
SignatureFD
Georgia
$704K +$204K +3,415 +45%
BCM
707
Bourgeon Capital Management
Connecticut
$703K +$251K +4,200 +62%
IIM
708
Ipswich Investment Management
Massachusetts
$702K – – –
ADL
709
Asset Dedication LLC
California
$699K -$238K -3,977 -27%
BAM
710
Brave Asset Management
New Jersey
$697K – – –
Rafferty Asset Management
711
Rafferty Asset Management
New York
$697K +$652K +10,894 New
LIA
712
LS Investment Advisors
Michigan
$695K -$124K -2,078 -16%
AIA Group
713
AIA Group
Hong Kong
$694K +$650K +10,860 New
WAP
714
Wealthcare Advisory Partners
Pennsylvania
$692K +$269K +4,487 +71%
People's United Financial
715
People's United Financial
Connecticut
$691K -$115K -1,926 -15%
Park Avenue Securities
716
Park Avenue Securities
New York
$691K +$647K +10,804 New
Ameritas Investment Partners
717
Ameritas Investment Partners
Nebraska
$687K -$28.4K -474 -4%
NRS
718
Neville Rodie & Shaw
New York
$683K – – –
HighPoint Advisor Group
719
HighPoint Advisor Group
Illinois
$682K +$41.6K +696 +7%
LMR Partners
720
LMR Partners
United Kingdom
$682K +$639K +10,670 New
NAM
721
NTV Asset Management
West Virginia
$681K +$15K +250 +2%
Old National Bancorp
722
Old National Bancorp
Indiana
$677K -$30.2K -505 -5%
SC
723
Schulhoff & Co
Ohio
$676K – – –
RWA
724
Ropes Wealth Advisors
Massachusetts
$676K +$42.5K +710 +8%
ASA
725
Armstrong Shaw Associates
Connecticut
$670K -$136K -2,268 -18%