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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Elite Wealth Management
Washington
$19K – – –
GAM
452
Gemmer Asset Management
California
$19K – – –
MUMSS
453
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K +$18.3K +200 New
WTB
454
Washington Trust Bank
Washington
$17K – – –
CGT
455
Capital Guardian Trust
California
$15K +$14.7K +160 New
EWM
456
Evercore Wealth Management
New York
$14K – – –
FANJ
457
Financial Architects (New Jersey)
New Jersey
$11K – – –
AP
458
Atwood & Palmer
Missouri
$10K +$9.44K +103 New
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
PMFA
460
Plante Moran Financial Advisors
Michigan
$8K – – –
FNBT
461
FineMark National Bank & Trust
Florida
$8K +$3.48K +38 +90%
BGIM
462
Brandywine Global Investment Management
Pennsylvania
$8K +$3.67K +40 +100%
TCM
463
Tradewinds Capital Management
Washington
$7K – – –
NES
464
New England Securities
New York
$6K – – –
SMG
465
Spectrum Management Group
Indiana
$5K – – –
TDC
466
Thompson Davis & Co
Virginia
$5K +$1.1K +12 +29%
PTC
467
Private Trust Company
Ohio
$3K -$367 -4 -13%
CAW
468
Cornerstone Advisors (Washington)
Washington
$2K -$550 -6 -24%
FNBSF
469
First National Bank Sioux Falls
South Dakota
$2K – – –
NIM
470
NuWave Investment Management
New Jersey
$2K +$2.11K +23 New
SSG
471
Summit Securities Group
New York
$1K +$825 +9 New
TFO
472
Tarbox Family Office
California
$1K +$1.37K +15 New
RWM
473
Raffa Wealth Management
District of Columbia
$567 +$550 +6 New
ECU
474
Egerton Capital (UK)
United Kingdom
– -$80.1M -914,280 Closed
GBCP
475
Glade Brook Capital Partners
Connecticut
– -$21.8M -248,222 Closed