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Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
651
Shinko Asset Management Company
Japan
$51K
WAM
652
Wolverine Asset Management
Illinois
$51K
SNT
653
Security National Trust
West Virginia
$50K
EWM
654
Endurance Wealth Management
Rhode Island
$50K +$62.7K +1,000 New
TCOV
655
Trust Company of Vermont
Vermont
$49K +$3.14K +50 +5%
ED
656
Exane Derivatives
France
$46.8K +$12.6K +201 +28%
WTB
657
Washington Trust Bank
Washington
$42K
DADC
658
D.A. Davidson & Co
Montana
$41K -$1.32K -21 -2%
VIA
659
Vantage Investment Advisors
Pennsylvania
$38K
IRS
660
Invictus RG (Singapore)
Singapore
$37K -$123K -1,954 -73%
GWM
661
Gupta Wealth Management
California
$37K
TWMP
662
Taylor Wealth Management Partners
Massachusetts
$36K
PSUF
663
People's United Financial
Connecticut
$35K -$203K -3,235 -83%
BL
664
Balentine LLC
Georgia
$35K
RIA
665
Regal Investment Advisors
Michigan
$27K
CLOS
666
Compagnie Lombard Odier SCmA
Switzerland
$25K -$446K -7,118 -93%
CFSG
667
Community Financial Services Group
Vermont
$25K
ZB
668
Zions Bancorporation
Utah
$21K -$1.82K -29 -6%
KT
669
Kanaly Trust
Texas
$21K
TC
670
Trust Company
Kansas
$21K
SF
671
Synovus Financial
Georgia
$18K
LWM
672
LBA Wealth Management
Florida
$17K +$9.41K +150 +83%
AF
673
Allworth Financial
California
$15K
JIC
674
Joel Isaacson & Co
New York
$15K
LWCFA
675
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K