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Name Holding Trade Value Shares
Change
Change in
Stake
HPBT
226
High Point Bank & Trust
North Carolina
$91K – – –
HCC
227
Hirtle Callaghan & Co
Pennsylvania
$68K – – –
EDRH
228
Edmond de Rothschild Holding
Switzerland
$67K – – –
EDRS
229
Edmond de Rothschild (Suisse)
Switzerland
$67K – – –
LNB
230
Ledyard National Bank
$67K – – –
FCCM
231
First City Capital Management
Georgia
$62.7K +$69.6K +1,876 New
GT
232
Glenmede Trust
Pennsylvania
$59K -$3.71K -100 -5%
EWM
233
Evercore Wealth Management
New York
$42K – – –
UFG
234
United Fire Group
Iowa
$42K – – –
MFS
235
MSI Financial Services
Massachusetts
$39K – – –
Zurich Cantonal Bank
236
Zurich Cantonal Bank
Switzerland
$39K +$29.8K +803 +222%
DAM
237
Delta Asset Management
Tennessee
$37K – – –
IMS
238
Index Management Solutions
Pennsylvania
$36K +$39.9K +1,075 New
MA
239
MUFG Americas
New York
$35K +$1.15K +31 +3%
CFA
240
Carroll Financial Associates
North Carolina
$31K – – –
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$30K +$6.04K +163 +23%
NCM
242
Nelson Capital Management
California
$28K – – –
DSC
243
Duncker Streett & Co
Missouri
$27K -$74.1K -1,999 -71%
Bessemer Group
244
Bessemer Group
New Jersey
$26K -$774K -20,869 -96%
WOC
245
West Oak Capital
California
$25.1K – – –
PSI
246
Pinnacle Summer Investments
Virginia
$25K – – –
CFA
247
CT Financial Advisors
Pennsylvania
$22.8K – – –
SFPIA
248
Stevens First Principles Investment Advisors
California
$20K – – –
W
249
Wealthfront
California
$20K +$3.67K +99 +20%
BAM
250
Brave Asset Management
New Jersey
$17K – – –