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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
901
Blue Bell Private Wealth Management
Pennsylvania
$40K
PMAM
902
Picton Mahoney Asset Management
Ontario, Canada
$39.7K -$529K -32,590 -1%
FAM
903
Fred Alger Management
New York
$39K
NYLIM
904
New York Life Investment Management
New York
$39K
CBT
905
Central Bank & Trust
Kentucky
$36K
FWM
906
Focused Wealth Management
New York
$36K
ST
907
Somerset Trust
Pennsylvania
$35K
WEC
908
Winslow Evans & Crocker
Massachusetts
$33.8K +$6.99K +431 +26%
CGT
909
Capital Guardian Trust
California
$33K
NSIM
910
North Star Investment Management
Illinois
$31K -$28.6K -1,762 -47%
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$29.2K -$3.03K -187 -9%
BOK
912
Bank of Kentucky
Kentucky
$28K
PSC
913
Prentiss Smith & Co
Vermont
$28K
CA
914
CapWealth Advisors
Tennessee
$27K
TFO
915
Tarbox Family Office
California
$26K +$2.17K +134 +9%
MSFP
916
Mark Sheptoff Financial Planning
Connecticut
$26K +$3.57K +220 +16%
PIA
917
Piedmont Investment Advisors
North Carolina
$25.9K +$26K +1,605 New
VIA
918
Vantage Investment Advisors
Pennsylvania
$25K
LNB
919
Ledyard National Bank
$23K
OC
920
Oakworth Capital
Alabama
$23K
AA
921
Apriem Advisors
California
$23K +$81 +5 +0.4%
FMP
922
Financial Management Professionals
Texas
$22K
FANJ
923
Financial Architects (New Jersey)
New Jersey
$21K +$14.3K +881 +212%
SC
924
Saturna Capital
Washington
$18K
FI
925
FCM Investments
Texas
$17K