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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$161K +$425 +10 +0.3%
AIM
452
Assured Investment Management
New York
$158K +$157K +3,680 New
Loomis, Sayles & Company
453
Loomis, Sayles & Company
Massachusetts
$155K -$87.5K -2,056 -36%
PA
454
Parallel Advisors
California
$141K -$5.36K -126 -4%
LNB
455
Ledyard National Bank
$139K -$3.83K -90 -3%
WT
456
Whittier Trust
California
$133K +$7.66K +180 +6%
VFA
457
Valeo Financial Advisors
Indiana
$130K
BBA
458
Braun-Bostich & Associates
Pennsylvania
$129K
ACA
459
Atlas Capital Advisors
Wyoming
$128K -$144K -3,390 -53%
WAM
460
Wealthspire Advisors (Maryland)
Maryland
$127K -$67.3K -1,582 -35%
DWM
461
Doyle Wealth Management
Florida
$118K +$117K +2,746 New
VFM
462
Viking Fund Management
North Dakota
$112K -$42.5K -1,000 -28%
S
463
SignatureFD
Georgia
$112K +$1.45K +34 +1%
ONST
464
Old North State Trust
North Carolina
$111K
FIB
465
First Interstate Bank
Montana
$103K +$27.8K +654 +38%
WTB
466
Washington Trust Bank
Washington
$102K
PAMU
467
Pictet Asset Management (UK)
United Kingdom
$101K -$3.41M -80,188 -3%
FL
468
Fort LP
Maryland
$99K +$20.1K +472 +26%
BBHC
469
Brown Brothers Harriman & Co
New York
$95K
EWM
470
Endurance Wealth Management
Rhode Island
$92K
IA
471
IFP Advisors
Florida
$90K -$188K -4,430 -68%
WIM
472
Westside Investment Management
California
$86.1K
GSC
473
G&S Capital
Colorado
$86K
FWM
474
Focused Wealth Management
New York
$85K +$2.89K +68 +4%
CIM
475
Centersquare Investment Management
Pennsylvania
$84K +$27.2K +640 +48%