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Name Holding Trade Value Shares
Change
Change in
Stake
IPC
701
Independent Portfolio Consultants
Florida
$80K -$12.2K -330 -13%
CGT
702
Capital Guardian Trust
California
$80K
FIM
703
Freedom Investment Management
Connecticut
$77K -$264K -7,118 -38%
WTB
704
Washington Trust Bank
Washington
$69K
CHC
705
City Holding Co
West Virginia
$65K
FIB
706
First Interstate Bank
Montana
$65K +$66.9K +1,804 New
CF
707
CenterStar Fund
Illinois
$64K
MFBTD
708
MB Financial Bank - Trust Department
Illinois
$64K +$30.5K +822 +85%
TC
709
Trust Company
Kansas
$63K +$30.2K +814 +87%
FCCM
710
First City Capital Management
Georgia
$62.7K +$5.26K +142 +9%
IWMPD
711
Integrated Wealth Management (Palm Desert)
California
$54K -$44.3K -1,195 -44%
Manulife (Manufacturers Life Insurance)
712
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.3K +$1.64M +44,168 +3%
ZB
713
Zions Bancorporation
Utah
$51K +$7.38K +199 +17%
AWS
714
Aris Wealth Services
Pennsylvania
$48K -$74.1K -2,000 -60%
PMFA
715
Plante Moran Financial Advisors
Michigan
$45K
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$43K +$43.8K +1,182 New
BCM
717
Brookstone Capital Management
Illinois
$42K +$5.56K +150 +15%
GWM
718
Gupta Wealth Management
California
$41K -$7.45K -201 -15%
CWM
719
Cranbrook Wealth Management
Michigan
$40K -$17.8K -480 -30%
ATC
720
Adirondack Trust Company
New York
$40K +$741 +20 +2%
UFA
721
US Financial Advisors
Massachusetts
$38K +$1.71K +46 +5%
CCS
722
Crosspoint Capital Strategies
California
$36K -$320K -8,632 -90%
AF
723
Arrow Financial
New York
$36K +$37.1K +1,000 New
PSI
724
Pinnacle Summer Investments
Virginia
$34K +$34.6K +933 New
CAL
725
Capital Analysts LLC
Pennsylvania
$33.9K +$33.8K +913 +3,261%