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Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
226
Israel Discount Bank of New York
New York
$48K
TCOV
227
Trust Company of Vermont
Vermont
$42K
EA
228
Edge Advisors
Georgia
$39K +$39.4K +450 New
LNB
229
Ledyard National Bank
$35K
PWM
230
Perigon Wealth Management
California
$35K +$35K +400 New
BRC
231
Bell Rock Capital
Delaware
$27K +$175 +2 +0.7%
GWM
232
Geneos Wealth Management
Colorado
$26K
SGAM
233
Smith Group Asset Management
Texas
$26K
HDIM
234
Hanson & Doremus Investment Management
Vermont
$22K
VCM
235
Versant Capital Management
Arizona
$21K
FPFS
236
First Personal Financial Services
North Carolina
$21K +$262 +3 +1%
ClearBridge Investments
237
ClearBridge Investments
New York
$20K
CCMW
238
Cypress Capital Management (Wyoming)
Wyoming
$18K
TSW
239
Thompson Siegel & Walmsley
Virginia
$15K
GAM
240
Gemmer Asset Management
California
$11K
AIL
241
AGF Investments LLC
Ontario, Canada
$9K -$9.8K -112 -51%
AF
242
Allworth Financial
California
$9K
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
TF
244
Tompkins Financial
New York
$9K
BGIM
245
Brandywine Global Investment Management
Pennsylvania
$8K -$2.8K -32 -26%
WCBA
246
Weaver C. Barksdale & Associates
Tennessee
$7K +$350 +4 +5%
MFW
247
Mosaic Family Wealth
Missouri
$5K +$5.25K +60 New
AFNAS
248
American Financial Network Advisory Services
California
$4K +$4.2K +48 New
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$3K -$2.36K -27 -45%
BA
250
Bristlecone Advisors
Washington
$2K +$2.19K +25 New