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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
851
Tarbox Family Office
California
$16K – – –
OAM
852
Oppenheimer Asset Management
New York
$16K +$14.5K +376 New
SPL
853
Smart Portfolios LLC
Washington
$15K -$5.91K -153 -29%
PFO
854
Pathstone Family Office
New Jersey
$14K -$56.5K -1,463 -81%
OFW
855
Omnia Family Wealth
Florida
$14K +$9.39K +243 +234%
HDIM
856
Hanson & Doremus Investment Management
Vermont
$13K -$4.75K -123 -29%
PAI
857
Pittenger & Anderson Inc
Nebraska
$13K – – –
EFSCE
858
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$2.94K +76 +33%
AWM
859
Aevitas Wealth Management
Massachusetts
$12K – – –
LWANC
860
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
ST
861
Smithfield Trust
Pennsylvania
$12K – – –
DOA
862
D'Orazio & Associates
Virginia
$12K +$10.9K +282 New
CI
863
CX Institutional
Indiana
$11K +$10.3K +266 New
BBHC
864
Brown Brothers Harriman & Co
New York
$10K -$127K -3,298 -93%
MFW
865
Mosaic Family Wealth
Missouri
$10K +$2.13K +55 +29%
GWS
866
Glassman Wealth Services
Virginia
$10K +$7.26K +188 +362%
RE
867
RBC Europe
United Kingdom
$9.88K – – –
WT
868
Whittier Trust
California
$9K -$6.99K -181 -45%
BAM
869
Bruderman Asset Management
New York
$9K -$3.86K -100 -32%
BHWM
870
Bay Harbor Wealth Management
Maryland
$9K – – –
FNC
871
First National Corp
Massachusetts
$9K – – –
JWA
872
JFS Wealth Advisors
Pennsylvania
$9K +$2.74K +71 +47%
RWA
873
Ropes Wealth Advisors
Massachusetts
$9K +$4.64K +120 +136%
MCM
874
MV Capital Management
Maryland
$9K +$7.96K +206 New
AA
875
Advisory Alpha
Michigan
$8.4K +$8.27K +214 New
33 34
35
36 37