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Name Holding Trade Value Shares
Change
Change in
Stake
WT
601
Whittier Trust
California
$53K -$35.3K -3,280 -42%
IFAM
602
Institutional & Family Asset Management
Colorado
$49K -$63.7K -5,920 -59%
FIB
603
First Interstate Bank
Montana
$48K -$91.4K -8,500 -68%
WOC
604
West Oak Capital
California
$48K
CAM
605
Cresset Asset Management
Illinois
$48K +$16.7K +1,550 +63%
BAM
606
Barrett Asset Management
New York
$48K +$38.9K +3,620 +953%
VCM
607
Versant Capital Management
Arizona
$46K -$215 -20 -0.5%
CAW
608
Cornerstone Advisors (Washington)
Washington
$45K +$1.61K +150 +4%
GRP
609
Global Retirement Partners
California
$41K +$21.2K +1,970 +137%
PA
610
Parallel Advisors
California
$40K +$21.6K +2,010 +152%
GWM
611
Geneos Wealth Management
Colorado
$40K +$33.1K +3,080 +1,100%
SMG
612
Spectrum Management Group
Indiana
$40K +$36.1K +3,360 New
OIA
613
OneDigital Investment Advisors
Kansas
$39K
KFS
614
Kelly Financial Services
Massachusetts
$36.1K +$32.6K +3,030 New
CAPTRUST Financial Advisors
615
CAPTRUST Financial Advisors
North Carolina
$36K +$32.3K +3,000 New
SLF
616
Sun Life Financial
Ontario, Canada
$34K -$16.3K -1,520 -35%
WCM
617
WealthBridge Capital Management
Ohio
$33K -$323 -30 -1%
ST
618
Smithfield Trust
Pennsylvania
$31K
BWM
619
BerganKDV Wealth Management
Minnesota
$30K -$10.8K -1,000 -28%
CCM
620
Cribstone Capital Management
Maine
$30K
PCM
621
Prelude Capital Management
New York
$30K +$27K +2,510 New
VNA
622
Valley National Advisers
Pennsylvania
$29K
LFA
623
Legacy Financial Advisors
Kentucky
$28K +$2.26K +210 +10%
CFGS
624
Concourse Financial Group Securities
Alabama
$28K +$9.79K +910 +62%
NIM
625
NuWave Investment Management
New Jersey
$27K +$24.7K +2,300 New