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Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
626
Boston Private Bank & Trust
Massachusetts
$32K -$19.1K -951 -37%
EWM
627
Edge Wealth Management
New York
$31K +$15.3K +761 +90%
BC
628
Bartlett & Co
Ohio
$30K
WC
629
Whitnell & Co
Illinois
$30K
OC
630
Oakworth Capital
Alabama
$30K +$30.7K +1,528 New
TFO
631
Tarbox Family Office
California
$25K +$25.5K +1,269 New
QAM
632
QCI Asset Management
New York
$24K -$28.2K -1,402 -53%
AF
633
Arrow Financial
New York
$24K -$5.07K -252 -17%
HCC
634
Hirtle Callaghan & Co
Pennsylvania
$23K -$3.22K -160 -12%
HR
635
Howe & Rusling
New York
$23K
MA
636
MCF Advisors
Kentucky
$22K +$201 +10 +1%
Envestnet Asset Management
637
Envestnet Asset Management
Illinois
$22K +$8.33K +414 +59%
CG
638
Colony Group
Massachusetts
$19K +$20K +994 New
TSW
639
Thompson Siegel & Walmsley
Virginia
$18K
CFN
640
Cordasco Financial Network
Florida
$18K +$18.1K +897 New
HDIM
641
Hanson & Doremus Investment Management
Vermont
$17K -$443 -22 -2%
KPCM
642
Kings Point Capital Management
New York
$16K -$28.2K -1,402 -63%
FAM
643
Formidable Asset Management
Ohio
$16K -$9.32K -463 -38%
MAS
644
Madden Advisory Services
Florida
$16K
PMFA
645
Plante Moran Financial Advisors
Michigan
$16K
WEC
646
Winslow Evans & Crocker
Massachusetts
$16K +$16.4K +813 New
PAS
647
Partnervest Advisory Services
California
$14K -$28.2K -1,402 -67%
DOA
648
D'Orazio & Associates
Virginia
$13K +$13.1K +652 New
FHA
649
First Horizon Advisors
Tennessee
$12K -$14.1K -701 -53%
ITIM
650
Indiana Trust & Investment Management
Indiana
$11K