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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K +$57K +2,800 New
PSUF
452
People's United Financial
Connecticut
$54K – – –
Bessemer Group
453
Bessemer Group
New Jersey
$54K +$35.3K +1,736 +209%
MFS
454
MSI Financial Services
Massachusetts
$54K +$47.7K +2,344 +981%
TCOV
455
Trust Company of Vermont
Vermont
$53K – – –
SAMC
456
Shinko Asset Management Company
Japan
$43K – – –
IPC
457
Independent Portfolio Consultants
Florida
$41K – – –
RFA
458
Reilly Financial Advisors
California
$34K -$814 -40 -2%
WAM
459
Wolverine Asset Management
Illinois
$33K -$104K -5,100 -76%
MCM
460
Manchester Capital Management
Vermont
$32K – – –
TF
461
Tompkins Financial
New York
$31K – – –
NCM
462
Nelson Capital Management
California
$31K +$29.6K +1,456 New
JFA
463
JNBA Financial Advisors
Minnesota
$27K – – –
JIC
464
Joel Isaacson & Co
New York
$23K – – –
WA
465
WealthTrust-Arizona
Arizona
$23K – – –
WAM
466
Wealthspire Advisors (Maryland)
Maryland
$22K +$21.3K +1,048 New
GWM
467
Gupta Wealth Management
California
$21K -$7.93K -390 -28%
BAM
468
Brave Asset Management
New Jersey
$21K – – –
KM
469
Kalos Management
Georgia
$20K – – –
AF
470
Allworth Financial
California
$18K – – –
GI
471
Gradient Investments
Minnesota
$17K – – –
MA
472
MUFG Americas
New York
$17K – – –
GBT
473
Grove Bank & Trust
Florida
$17K +$16.3K +800 New
WEC
474
Winslow Evans & Crocker
Massachusetts
$16.2K -$5.21K -256 -25%
ST
475
Smithfield Trust
Pennsylvania
$16K – – –