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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Endurance Wealth Management
Rhode Island
$203K +$197K +1,885 New
PTC
652
Private Trust Company
Ohio
$198K -$1.47K -14 -0.8%
NIM
653
NuWave Investment Management
New Jersey
$195K +$173K +1,648 +1,017%
GGPS
654
Gary Goldberg Planning Services
New York
$177K +$209 +2 +0.1%
WTB
655
Washington Trust Bank
Washington
$175K +$169K +1,618 New
GLI
656
Guardian Life Insurance
New York
$165K
TF
657
Tompkins Financial
New York
$152K -$5.55K -53 -4%
RIA
658
Regal Investment Advisors
Michigan
$144K
VCM
659
Vigilant Capital Management
Maine
$138K +$31.4K +300 +31%
ECM
660
ETrade Capital Management
Virginia
$131K +$21.4K +204 +20%
FNBT
661
FineMark National Bank & Trust
Florida
$123K +$17.5K +167 +17%
MCM
662
Manchester Capital Management
Vermont
$122K +$2.1K +20 +2%
SAMC
663
Shinko Asset Management Company
Japan
$119K -$10.7K -102 -9%
AssetMark Inc
664
AssetMark Inc
California
$110K +$107K +1,022 New
HTHT
665
Hemenway Trust Hemenway Trust
New Hampshire
$102K
PR
666
Payden & Rygel
California
$97K
PSI
667
Pinnacle Summer Investments
Virginia
$96K
NME
668
Notis-McConarty Edward
$86K
EWM
669
Edge Wealth Management
New York
$84K
NES
670
New England Securities
New York
$84K +$733 +7 +0.9%
VNB
671
Valley National Bancorp
New York
$76K
AR
672
Advisory Research
Illinois
$69K +$67K +640 New
LFG
673
LifePlan Financial Group
Ohio
$65K +$62.9K +600 New
ECM
674
Estabrook Capital Management
New York
$64.8K +$10.5K +100 +20%
FMII
675
Farmers & Merchants Investments Inc
Nebraska
$61K