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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K
ST
652
Smithfield Trust
Pennsylvania
$138K +$6.64K +285 +6%
Bessemer Group
653
Bessemer Group
New Jersey
$136K +$57.2K +2,455 +97%
KJWM
654
Kiley Juergens Wealth Management
Washington
$132K +$113K +4,833 New
EWM
655
Evercore Wealth Management
New York
$128K -$5.45K -234 -5%
MI
656
Markston International
New York
$126K
DCM
657
Dupont Capital Management
Delaware
$124K
MCM
658
Manchester Capital Management
Vermont
$124K
YWP
659
YorkBridge Wealth Partners
New York
$122K -$1.86K -80 -2%
CLOS
660
Compagnie Lombard Odier SCmA
Switzerland
$119K +$101K +4,348 New
PI
661
PineBridge Investments
New York
$117K -$19.1K -819 -16%
CTC
662
Central Trust Company
Missouri
$112K -$23.6K -1,013 -20%
NAMA
663
Nikko Asset Management Americas
New York
$110K
FNB
664
Farmers National Bank
Kentucky
$107K -$38.1K -1,635 -30%
TCM
665
Tradewinds Capital Management
Washington
$105K +$15.5K +665 +21%
LFA
666
Legacy Financial Advisors
Kentucky
$105K +$89.6K +3,847 New
ASN
667
Advisory Services Network
Georgia
$104K +$65.7K +2,823 +297%
CA
668
Crewe Advisors
Utah
$99K +$83.6K +3,590 New
LC
669
Landaas & Company
Wisconsin
$97K +$35.5K +1,523 +76%
IWM
670
IHT Wealth Management
Illinois
$92K +$11.7K +501 +18%
LNB
671
Ledyard National Bank
$91K
MA
672
MCF Advisors
Kentucky
$85K
GLI
673
Guardian Life Insurance
New York
$80K +$20.1K +861 +42%
WTB
674
Washington Trust Bank
Washington
$74K
DCM
675
Delpha Capital Management
New York
$74K +$62.6K +2,688 New