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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
901
Peoples Financial Services Corp
Pennsylvania
$152K – – –
TCM
902
Tradewinds Capital Management
Washington
$148K – – –
GWS
903
Glassman Wealth Services
Virginia
$148K +$105K +650 +201%
GLI
904
Guardian Life Insurance
New York
$145K -$2.76K -17 -2%
CS
905
Credential Securities
$145K – – –
KPCM
906
Kings Point Capital Management
New York
$132K – – –
IR
907
Invictus RG
Bermuda
$127K -$24.8K -153 -15%
DOA
908
D'Orazio & Associates
Virginia
$125K – – –
RCM
909
Riverhead Capital Management
Delaware
$124K -$2.59M -15,975 -77%
DVM
910
Dreman Value Management
Florida
$121K – – –
MCM
911
Manchester Capital Management
Vermont
$121K – – –
EDRE
912
Edmond de Rothschild (Europe)
Luxembourg
$114K -$114K -700 -48%
CAW
913
Cornerstone Advisors (Washington)
Washington
$114K -$14.8K -91 -11%
GBT
914
Grove Bank & Trust
Florida
$112K -$14.4K -89 -11%
FPFS
915
First Personal Financial Services
North Carolina
$107K +$18K +111 +19%
SAMC
916
Shinko Asset Management Company
Japan
$102K -$5.19K -32 -5%
BKA
917
Brick & Kyle Associates
Pennsylvania
$99K – – –
KA
918
Klingman & Associates
New York
$97K – – –
HIIFS
919
Harel Insurance Investments & Financial Services
Israel
$97K +$26.8K +165 +35%
LNB
920
Ledyard National Bank
$94K – – –
CFG
921
CKW Financial Group
Hawaii
$91K – – –
NC
922
NewSquare Capital
Pennsylvania
$91K – – –
TIM
923
Tortoise Investment Management
New York
$91K +$97.3K +600 New
KF
924
Krilogy Financial
Missouri
$90K +$66.2K +408 +224%
BWP
925
Baldwin Wealth Partners
Massachusetts
$89K -$13.1K -81 -12%