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Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Waverly Advisors
Alabama
$45K -$16.5K -1,353 -28%
GIS
302
Guardian Investor Services
New York
$37K -$1.1K -90 -3%
PL
303
Parkwood LLC
Ohio
$34K +$31.8K +2,598 New
Envestnet Asset Management
304
Envestnet Asset Management
Illinois
$32K +$12.6K +1,029 +73%
AW
305
Alpha Windward
Massachusetts
$29K -$510K -41,736 -95%
AAM
306
Advisors Asset Management
Colorado
$28K
GLI
307
Guardian Life Insurance
New York
$26K -$28K -2,292 -54%
SAMC
308
Shinko Asset Management Company
Japan
$24K
DADC
309
D.A. Davidson & Co
Montana
$23K -$17.2K -1,410 -44%
CLOS
310
Compagnie Lombard Odier SCmA
Switzerland
$21K +$19.3K +1,581 New
HNB
311
Huntington National Bank
Ohio
$18K +$3.48K +285 +27%
LTFS
312
Ladenburg Thalmann Financial Services
Florida
$14K +$8.99K +735 +221%
HCC
313
Hirtle Callaghan & Co
Pennsylvania
$10K
HF
314
Hoxton Financial
West Virginia
$9K +$8.33K +681 New
MFS
315
MSI Financial Services
Massachusetts
$7K
BPBT
316
Boston Private Bank & Trust
Massachusetts
$6K +$5.14K +420 New
Manulife (Manufacturers Life Insurance)
317
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.54K -$539K -44,073 -11%
WEC
318
Winslow Evans & Crocker
Massachusetts
$4K +$4K +327 New
1IC
319
1919 Investment Counsel
Maryland
$3K
SF
320
Synovus Financial
Georgia
$3K
FNBT
321
FineMark National Bank & Trust
Florida
$3K +$2.31K +189 New
TFO
322
Tarbox Family Office
California
$3K +$2.35K +192 New
NES
323
New England Securities
New York
$2K
WA
324
WFG Advisors
Texas
$2K
DIA
325
Denver Investment Advisors
Colorado
$1.73K +$1.1K +90 +0.1%