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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
651
Lido Advisors
California
$475K -$204K -404 -31%
NB
652
Nicolet Bankshares
Wisconsin
$475K -$6.57K -13 -1%
GAM
653
Generali Asset Management
Italy
$473K -$1.26M -2,502 -73%
GJWM
654
Gilliland Jeter Wealth Management
Arkansas
$473K -$42.4K -84 -9%
HVIA
655
Hudson Valley Investment Advisors
New York
$471K – – –
GT
656
Greenleaf Trust
Michigan
$469K +$33.8K +67 +8%
TWC
657
TD Waterhouse Canada
Ontario, Canada
$468K +$156K +308 +48%
MA
658
MJP Associates
Connecticut
$462K -$23.2K -46 -5%
MIM
659
Morningstar Investment Management
Illinois
$460K – – –
S
660
SignatureFD
Georgia
$460K -$3.03K -6 -0.7%
ST
661
Somerset Trust
Pennsylvania
$458K – – –
CIA
662
Capital Investment Advisors
Georgia
$456K -$3.54K -7 -0.8%
HTC
663
Haverford Trust Company
Pennsylvania
$453K -$3.03K -6 -0.7%
FT
664
Fiduciary Trust
Massachusetts
$447K +$8.08K +16 +2%
UCFA
665
United Capital Financial Advisors
Texas
$447K -$86.4K -171 -17%
WMN
666
Wealth Management Nebraska
Nebraska
$446K – – –
First Manhattan
667
First Manhattan
New York
$446K +$430K +852 New
T
668
Tidemark
California
$443K – – –
TG
669
TCW Group
California
$442K -$20.2K -40 -5%
VT
670
Vise Technologies
New York
$439K +$2.02K +4 +0.5%
CFP
671
Catalyst Financial Partners
Massachusetts
$437K +$5.05K +10 +1%
AU
672
AlphaGrep UK
$429K -$214K -423 -34%
AAS
673
Ameritas Advisory Services
Nebraska
$425K +$167K +331 +69%
Fisher Asset Management
674
Fisher Asset Management
Washington
$418K +$53.5K +106 +15%
SFG
675
Sovereign Financial Group
Connecticut
$418K -$81.3K -161 -17%