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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K -$17.2K -495 -83%
CHC
902
City Holding Co
West Virginia
$4K -$4.48K -129 -51%
AA
903
Apriem Advisors
California
$4K – – –
TWA
904
TCI Wealth Advisors
Arizona
$4K +$1.01K +29 +30%
DPA
905
Delphi Private Advisors
California
$4K +$3.92K +113 New
TCOV
906
Trust Company of Vermont
Vermont
$4K +$4.48K +129 New
WT
907
Whittier Trust
California
$3K -$138K -3,983 -98%
RFS
908
Rockefeller Financial Services
New York
$3K -$17.4K -500 -83%
DRS
909
Deane Retirement Strategies
Louisiana
$3K – – –
OSNBOA
910
Old Second National Bank of Aurora
Illinois
$3K – – –
BC
911
Bartlett & Co
Ohio
$2K – – –
HF
912
Hoxton Financial
West Virginia
$2K – – –
KA
913
Klingman & Associates
New York
$2K – – –
LWA
914
Lenox Wealth Advisors
New York
$2K – – –
GAM
915
Gemmer Asset Management
California
$2K +$35 +1 +2%
RWM
916
Raffa Wealth Management
District of Columbia
$1.29K -$3.47K -100 -72%
AF
917
Allworth Financial
California
$1K – – –
HPBT
918
High Point Bank & Trust
North Carolina
$1K – – –
QAM
919
QCI Asset Management
New York
$1K – – –
SA
920
SRH Advisors
Kansas
$1K – – –
SFM
921
Systematic Financial Management
New Jersey
$1K – – –
TSW
922
Thompson Siegel & Walmsley
Virginia
$1K – – –
WC
923
Whitnell & Co
Illinois
$1K – – –
WIC
924
Woodmont Investment Counsel
Tennessee
$1K – – –
EMA
925
Efficient Market Advisors
California
$1K +$591 +17 New