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NBT Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
II
101
Inspire Investing
Idaho
$236K +$266K +7,272 New
SSWM
102
Sheets Smith Wealth Management
North Carolina
$231K
ECM
103
Everence Capital Management
Indiana
$227K +$39.9K +1,090 +18%
AB
104
Amalgamated Bank
New York
$225K -$5.2K -142 -2%
QPWM
105
Quadrant Private Wealth Management
Pennsylvania
$220K
Baird Financial Group
106
Baird Financial Group
Wisconsin
$212K
LPL Financial
107
LPL Financial
California
$206K +$233K +6,352 New
AAMU
108
Amundi Asset Management US
Massachusetts
$146K -$3.66K -100 -2%
JPLA
109
Joseph P. Lucia & Associates
New York
$146K
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$144K +$61.4K +1,677 +61%
DA
111
Denali Advisors
California
$123K -$1.88M -51,200 -93%
AIP
112
Ameritas Investment Partners
Nebraska
$119K
JCM
113
Jacobi Capital Management
Pennsylvania
$88K
S
114
SignatureFD
Georgia
$86K +$3.26K +89 +3%
AWM
115
AllSquare Wealth Management
New York
$79K
GWM
116
Geneos Wealth Management
Colorado
$73K
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$69K -$216K -5,906 -74%
MOACM
118
Mutual of America Capital Management
New York
$61K +$12.1K +330 +21%
Lazard Asset Management
119
Lazard Asset Management
New York
$48K +$55K +1,501 New
SWA
120
Sutton Wealth Advisors
Florida
$47.7K +$32.8K +896 +155%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$47K +$952 +26 +2%
CHA
122
Carmichael Hill & Associates
Maryland
$45K
LIA
123
LS Investment Advisors
Michigan
$42K
KFS
124
Kelly Financial Services
Massachusetts
$34.4K +$330 +9 +0.9%
PI
125
PineBridge Investments
New York
$33K -$1.08M -29,452 -97%