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Name Holding Trade Value Shares
Change
Change in
Stake
WT
526
Whittier Trust
California
$12K +$11.9K +356 New
GWM
527
Geneos Wealth Management
Colorado
$10K -$568 -17 -5%
MCA
528
Mercer Capital Advisers
New Jersey
$10K – – –
SEC
529
Seven Eight Capital
New York
$10K +$9.96K +298 New
WEC
530
Winslow Evans & Crocker
Massachusetts
$8.33K – – –
GAM
531
Gemmer Asset Management
California
$8K – – –
CCM
532
Cribstone Capital Management
Maine
$7K -$3.34K -100 -33%
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
TFO
534
Tarbox Family Office
California
$7K – – –
PMFA
535
Plante Moran Financial Advisors
Michigan
$7K +$7.32K +219 New
DBT
536
Dubuque Bank & Trust
Iowa
$6K – – –
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$5.27K – – –
GBT
538
Grove Bank & Trust
Florida
$5K -$10K -300 -69%
OSAM
539
O'Shaughnessy Asset Management
Connecticut
$5K -$334 -10 -7%
AF
540
Allworth Financial
California
$5K – – –
HI
541
Hudock Inc
Pennsylvania
$5K – – –
MFW
542
Mosaic Family Wealth
Missouri
$5K +$936 +28 +23%
ACS
543
Archford Capital Strategies
Illinois
$4K – – –
PFBT
544
Parkside Financial Bank & Trust
Missouri
$4K – – –
HR
545
Howe & Rusling
New York
$4K +$200 +6 +5%
BL
546
Balentine LLC
Georgia
$4K +$3.61K +108 New
ZB
547
Zions Bancorporation
Utah
$3K -$20.9K -627 -86%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FMA
550
FNY Managed Accounts
New York
$3K +$3.34K +100 New