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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
526
D.A. Davidson & Co
Montana
$195K -$45.2K -1,942 -19%
GIS
527
Guardian Investor Services
New York
$190K -$7.92K -340 -4%
WA
528
Waverly Advisors
Alabama
$173K
FNBT
529
FineMark National Bank & Trust
Florida
$156K -$39.4K -1,690 -21%
W
530
Wealthfront
California
$154K +$76.6K +3,290 +112%
RNS
531
Robert N. Shapiro
$148K -$78.6K -3,374 -36%
GLI
532
Guardian Life Insurance
New York
$145K
NYLT
533
New York Life Trust
New York
$142K -$10.2K -438 -7%
FAM
534
Formidable Asset Management
Ohio
$138K
MCM
535
Manchester Capital Management
Vermont
$134K
OIA
536
Optimum Investment Advisors
Illinois
$133K +$16.3K +700 +15%
NCMG
537
NCM Capital Management Group
North Carolina
$131K -$14K -600 -10%
FMB
538
Field & Main Bank
Kentucky
$124K +$116K +5,000 New
MFS
539
MSI Financial Services
Massachusetts
$119K +$280 +12 +0.2%
S
540
SignatureFD
Georgia
$118K
BBHC
541
Brown Brothers Harriman & Co
New York
$117K
EWM
542
Evercore Wealth Management
New York
$113K +$3.26K +140 +3%
GI
543
Gradient Investments
Minnesota
$113K +$11.4K +490 +12%
NES
544
New England Securities
New York
$112K +$17.5K +750 +20%
OSNBOA
545
Old Second National Bank of Aurora
Illinois
$103K
SAMC
546
Shinko Asset Management Company
Japan
$103K
HIM
547
Hillsdale Investment Management
Ontario, Canada
$94K -$9.32K -400 -10%
TF
548
Tompkins Financial
New York
$77K -$2K -86 -3%
CTC
549
Central Trust Company
Missouri
$77K
MA
550
MCF Advisors
Kentucky
$76K -$54.3K -2,330 -40%