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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
476
North Star Investment Management
Illinois
$105K – – –
PG
477
Patten Group
Tennessee
$103K – – –
YWP
478
YorkBridge Wealth Partners
New York
$102K -$3.33K -30 -3%
ARMT
479
Amica Retiree Medical Trust
Rhode Island
$95K -$49K -442 -35%
PMFA
480
Plante Moran Financial Advisors
Michigan
$90K – – –
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.4K – – –
CCM
482
Covington Capital Management
California
$85K – – –
RCAG
483
Rehmann Capital Advisory Group
Michigan
$75K +$70.5K +636 New
FANJ
484
Financial Architects (New Jersey)
New Jersey
$74K -$7.43K -67 -10%
TCOV
485
Trust Company of Vermont
Vermont
$71K +$66.1K +596 New
TFS
486
TrustCore Financial Services
Tennessee
$66K – – –
VFA
487
Valeo Financial Advisors
Indiana
$59K -$19.4K -175 -26%
CPIG
488
Chicago Partners Investment Group
Illinois
$56K – – –
WA
489
WealthTrust-Arizona
Arizona
$56K +$52.8K +476 New
MCM
490
Manchester Capital Management
Vermont
$55K – – –
OSNBOA
491
Old Second National Bank of Aurora
Illinois
$54K – – –
CLOS
492
Compagnie Lombard Odier SCmA
Switzerland
$53K -$29.7K -268 -37%
WTB
493
Washington Trust Bank
Washington
$53K – – –
TWA
494
TCI Wealth Advisors
Arizona
$52K +$36.5K +329 +296%
WT
495
Whittier Trust
California
$51K – – –
GLI
496
Guardian Life Insurance
New York
$49K -$19.2K -173 -29%
CAW
497
Cornerstone Advisors (Washington)
Washington
$49K – – –
BWM
498
Baystate Wealth Management
Massachusetts
$48K -$78.5K -708 -64%
BWA
499
Burt Wealth Advisors
Maryland
$47K – – –
CA
500
Crewe Advisors
Utah
$47K – – –