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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Penserra Capital Management
California
$185K +$27.4K +245 +18%
EWM
602
Evercore Wealth Management
New York
$162K -$11.5K -103 -7%
MFS
603
MSI Financial Services
Massachusetts
$159K +$112 +1 +0.1%
SSB
604
Sandy Spring Bank
Maryland
$157K – – –
JWA
605
JFS Wealth Advisors
Pennsylvania
$151K – – –
MUS
606
Mitsubishi UFJ Securities
Japan
$150K -$5.6K -50 -4%
NSIM
607
North Star Investment Management
Illinois
$144K +$134K +1,200 +2,000%
GWM
608
Geneos Wealth Management
Colorado
$119K – – –
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K – – –
FPFS
610
First Personal Financial Services
North Carolina
$110K -$108K -966 -50%
GLI
611
Guardian Life Insurance
New York
$107K -$2.46K -22 -2%
AF
612
Arrow Financial
New York
$93K – – –
ECM
613
Elgethun Capital Management
South Dakota
$92K +$89.6K +800 New
PSUF
614
People's United Financial
Connecticut
$91K – – –
WA
615
WFG Advisors
Texas
$83K +$2.24K +20 +3%
MDCM
616
Morgan Dempsey Capital Management
Wisconsin
$75K -$1.9K -17 -3%
EMG
617
ETF Managers Group
New Jersey
$73K -$8.4K -75 -11%
VCM
618
Vigilant Capital Management
Maine
$72K – – –
FANJ
619
Financial Architects (New Jersey)
New Jersey
$71K -$6.38K -57 -8%
BTIS
620
BB&T Investment Services
North Carolina
$71K +$69.5K +621 New
FWM
621
Focused Wealth Management
New York
$69K – – –
VCM
622
Versant Capital Management
Arizona
$66K -$10.2K -91 -13%
HPBT
623
High Point Bank & Trust
North Carolina
$58K – – –
ED
624
Exane Derivatives
France
$53.7K – – –
PI
625
PineBridge Investments
New York
$50K -$6.05K -54 -11%