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Name Holding Trade Value Shares
Change
Change in
Stake
IR
451
Invictus RG
Bermuda
$35K +$5.46K +105 +18%
WT
452
Whittier Trust
California
$33K
ECM
453
Estabrook Capital Management
New York
$32.8K
JCM
454
Jacobi Capital Management
Pennsylvania
$32K +$33.4K +643 New
AAM
455
Advisors Asset Management
Colorado
$30K -$5.2K -100 -14%
KT
456
Kanaly Trust
Texas
$29K +$1.66K +32 +6%
SF
457
Synovus Financial
Georgia
$28K -$5.2K -100 -15%
WA
458
WFG Advisors
Texas
$28K +$20.6K +397 +236%
GLI
459
Guardian Life Insurance
New York
$26K
S
460
SignatureFD
Georgia
$26K +$1.4K +27 +5%
AA
461
Apriem Advisors
California
$25K
BBPWM
462
Blue Bell Private Wealth Management
Pennsylvania
$25K
PWM
463
Perigon Wealth Management
California
$25K
PG
464
Patten Group
Tennessee
$24.6K
TCOV
465
Trust Company of Vermont
Vermont
$24K +$25.1K +482 New
EWM
466
Evercore Wealth Management
New York
$19K
MSTVIM
467
Messner & Smith Theme Value Investment Management
California
$19K
PCM
468
Prelude Capital Management
New York
$19K +$19.9K +383 New
RWA
469
Ropes Wealth Advisors
Massachusetts
$18K
SAMC
470
Shinko Asset Management Company
Japan
$18K
DSC
471
Duncker Streett & Co
Missouri
$17K
WAM
472
Wealthspire Advisors (Maryland)
Maryland
$17K +$1.61K +31 +10%
PSUF
473
People's United Financial
Connecticut
$15K
EDRE
474
Edmond de Rothschild (Europe)
Luxembourg
$14K -$83.2K -1,600 -85%
PCP
475
Proficio Capital Partners
Massachusetts
$14K +$10.5K +202 +404%