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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
376
Manchester Capital Management
Vermont
$100K
SIC
377
Salem Investment Counselors
North Carolina
$77K
GWM
378
Geneos Wealth Management
Colorado
$75K -$2.63K -100 -3%
Acadian Asset Management
379
Acadian Asset Management
Massachusetts
$69K
SLF
380
Sun Life Financial
Ontario, Canada
$61K +$763 +29 +1%
WTB
381
Washington Trust Bank
Washington
$59K +$10.2K +386 +20%
TAM
382
Tiverton Asset Management
Delaware
$58K +$59.9K +2,277 New
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$55K +$552 +21 +1%
QCG
384
Quadrant Capital Group
Ohio
$54K
DAM
385
Delta Asset Management
Tennessee
$44K -$26.3K -1,000 -37%
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$40K +$1.24K +47 +3%
MA
387
MUFG Americas
New York
$37K +$18.7K +710 +95%
PG
388
PEAK6 Group
Illinois
$35K +$36.1K +1,371 New
ZB
389
Zions Bancorporation
Utah
$29K +$25.6K +973 +662%
PA
390
Parallel Advisors
California
$27K -$552 -21 -2%
CPA
391
Clear Perspective Advisors
Illinois
$26K
WB
392
Webster Bank
Connecticut
$25K
GWA
393
Guidant Wealth Advisors
Illinois
$23K
MFW
394
Mosaic Family Wealth
Missouri
$20K
GLI
395
Guardian Life Insurance
New York
$19K +$789 +30 +4%
CAW
396
Cornerstone Advisors (Washington)
Washington
$18K -$21.4K -812 -54%
FPFS
397
First Personal Financial Services
North Carolina
$18K
JCM
398
Jacobi Capital Management
Pennsylvania
$18K
QAM
399
QCI Asset Management
New York
$18K
EWM
400
Evercore Wealth Management
New York
$17K -$246K -9,350 -93%