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Name Holding Trade Value Shares
Change
Change in
Stake
FMB
576
Field & Main Bank
Kentucky
$188K – – –
JFA
577
JNBA Financial Advisors
Minnesota
$185K – – –
Northwestern Mutual Wealth Management
578
Northwestern Mutual Wealth Management
Wisconsin
$185K +$30.2K +295 +20%
BA
579
BlackRock Advisors
Delaware
$180K -$4.6K -45 -3%
FNBT
580
FineMark National Bank & Trust
Florida
$164K – – –
SF
581
Synovus Financial
Georgia
$158K -$215K -2,102 -58%
PTC
582
Private Trust Company
Ohio
$150K -$13.4K -131 -8%
MFS
583
MSI Financial Services
Massachusetts
$150K +$52.7K +515 +56%
PFSC
584
Peoples Financial Services Corp
Pennsylvania
$141K – – –
EWM
585
Evercore Wealth Management
New York
$141K +$139K +1,355 New
PP
586
Palladium Partners
Virginia
$136K +$133K +1,300 New
LWCFA
587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K – – –
WRM
588
Westport Resources Management
Connecticut
$126K +$12.8K +125 +12%
W
589
Wealthfront
California
$125K +$123K +1,201 New
CFA
590
Carroll Financial Associates
North Carolina
$124K -$10.4K -102 -8%
DSC
591
Duncker Streett & Co
Missouri
$124K – – –
CFA
592
CT Financial Advisors
Pennsylvania
$121K +$123K +1,200 New
GIS
593
Guardian Investor Services
New York
$121K -$4.6K -45 -4%
QAM
594
QCI Asset Management
New York
$117K – – –
FCCM
595
First City Capital Management
Georgia
$115K +$113K +1,100 New
OFS
596
Orrstown Financial Services
Pennsylvania
$104K – – –
SFG
597
Sage Financial Group
Pennsylvania
$101K +$98.7K +965 New
YL
598
YCG LLC
Texas
$100K – – –
WEC
599
Winslow Evans & Crocker
Massachusetts
$99.3K -$35.8K -350 -27%
BCMIO
600
Beacon Capital Management Inc (Ohio)
Ohio
$95K – – –