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Name Holding Trade Value Shares
Change
Change in
Stake
WIL
351
Winifred I. Li
$110K
CFA
352
Carroll Financial Associates
North Carolina
$108K -$8.25K -610 -7%
Envestnet Asset Management
353
Envestnet Asset Management
Illinois
$93K -$31.2K -2,308 -26%
GIS
354
Guardian Investor Services
New York
$86K -$2.89K -214 -3%
WRM
355
Westport Resources Management
Connecticut
$85K
FNBT
356
FineMark National Bank & Trust
Florida
$83K
WTC
357
WhitTier Trust Company
Nevada
$83K
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$76K +$24.1K +1,781 +49%
ARMT
359
Amica Retiree Medical Trust
Rhode Island
$74K
FWM
360
Focused Wealth Management
New York
$72K +$5.54K +410 +9%
QAM
361
QCI Asset Management
New York
$68K
GLI
362
Guardian Life Insurance
New York
$63K
AAM
363
Advisors Asset Management
Colorado
$60K -$3.44K -254 -6%
S
364
SignatureFD
Georgia
$60K
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K
Manulife (Manufacturers Life Insurance)
366
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.7K +$200K +14,827 +0.4%
CFSG
367
Community Financial Services Group
Vermont
$50K +$48.5K +3,583 New
IMS
368
Index Management Solutions
Pennsylvania
$47K -$62.9K -4,655 -58%
HMS
369
Hanseatic Management Services
New Mexico
$38.2K +$46.7K +3,456 New
PP
370
Palladium Partners
Virginia
$36K +$34.4K +2,545 New
W
371
Wealthfront
California
$33K +$32K +2,367 New
MAM
372
Mizuho Asset Management
Japan
$31K
PR
373
Payden & Rygel
California
$31K +$6.19K +458 +26%
HR
374
Howe & Rusling
New York
$28K
EFSCE
375
Enterprise Financial Services Corp (EFSC)
Missouri
$26K