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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$85K – – –
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K -$42.3K -1,140 -50%
KT
703
Kanaly Trust
Texas
$82K +$36.7K +991 +77%
IPC
704
Independent Portfolio Consultants
Florida
$80K -$12.2K -330 -13%
CGT
705
Capital Guardian Trust
California
$80K – – –
FIM
706
Freedom Investment Management
Connecticut
$77K -$264K -7,118 -38%
WTB
707
Washington Trust Bank
Washington
$69K – – –
CHC
708
City Holding Co
West Virginia
$65K – – –
FIB
709
First Interstate Bank
Montana
$65K +$66.9K +1,804 New
CF
710
CenterStar Fund
Illinois
$64K – – –
MFBTD
711
MB Financial Bank - Trust Department
Illinois
$64K +$30.5K +822 +85%
TC
712
Trust Company
Kansas
$63K +$30.2K +814 +87%
FCCM
713
First City Capital Management
Georgia
$62.7K +$5.26K +142 +9%
IWMPD
714
Integrated Wealth Management (Palm Desert)
California
$54K -$44.3K -1,195 -44%
ZB
715
Zions Bancorporation
Utah
$51K +$7.38K +199 +17%
AWS
716
Aris Wealth Services
Pennsylvania
$48K -$74.1K -2,000 -60%
PMFA
717
Plante Moran Financial Advisors
Michigan
$45K – – –
MSFP
718
Mark Sheptoff Financial Planning
Connecticut
$43K +$43.8K +1,182 New
BCM
719
Brookstone Capital Management
Illinois
$42K +$5.56K +150 +15%
GWM
720
Gupta Wealth Management
California
$41K -$7.45K -201 -15%
CWM
721
Cranbrook Wealth Management
Michigan
$40K -$17.8K -480 -30%
ATC
722
Adirondack Trust Company
New York
$40K +$741 +20 +2%
UFA
723
US Financial Advisors
Massachusetts
$38K +$1.71K +46 +5%
CCS
724
Crosspoint Capital Strategies
California
$36K -$320K -8,632 -90%
AF
725
Arrow Financial
New York
$36K +$37.1K +1,000 New