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Name Holding Trade Value Shares
Change
Change in
Stake
ST
401
Smithfield Trust
Pennsylvania
$50K -$8.38K -200 -14%
JFA
402
JNBA Financial Advisors
Minnesota
$50K – – –
MCM
403
Manchester Capital Management
Vermont
$50K – – –
CAL
404
Capital Advisors Ltd
Ohio
$50K +$42 +1 +0.1%
BPBT
405
Boston Private Bank & Trust
Massachusetts
$47K -$18.6K -444 -28%
Lazard Asset Management
406
Lazard Asset Management
New York
$37K – – –
DAM
407
Delta Asset Management
Tennessee
$36K – – –
WTC
408
WhitTier Trust Company
Nevada
$33K -$93.2K -2,225 -74%
RCWMU
409
Rothschild & Co Wealth Management (UK)
United Kingdom
$32K – – –
Bessemer Group
410
Bessemer Group
New Jersey
$31K – – –
NPC
411
National Planning Corporation
California
$27.7K +$29K +691 New
ASN
412
Advisory Services Network
Georgia
$27K +$28.6K +683 New
NSIM
413
North Star Investment Management
Illinois
$25K – – –
RC
414
RegentAtlantic Capital
New Jersey
$20.4K +$20.3K +485 New
FWM
415
Focused Wealth Management
New York
$17K – – –
TCOV
416
Trust Company of Vermont
Vermont
$17K – – –
VFA
417
Virtus Fund Advisers
Connecticut
$15K – – –
TCM
418
Tradewinds Capital Management
Washington
$14K – – –
OC
419
Oakworth Capital
Alabama
$13K – – –
AWM
420
AllSquare Wealth Management
New York
$13K +$13.4K +320 New
CAW
421
Cornerstone Advisors (Washington)
Washington
$12K – – –
WRM
422
Westport Resources Management
Connecticut
$11K – – –
TFA
423
Transamerica Financial Advisors
Florida
$10K +$7.92K +189 +591%
WTB
424
Washington Trust Bank
Washington
$8K -$10.3K -245 -55%
CPIG
425
Chicago Partners Investment Group
Illinois
$8K +$7.92K +189 New