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Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
SVB Wealth
Massachusetts
$63K -$62 -11 -0.1%
MCM
177
Monarch Capital Management
Indiana
$63K
WPC
178
White Pine Capital
Minnesota
$63K
JWA
179
JFS Wealth Advisors
Pennsylvania
$63K +$62.5K +11,035 +64,912%
CL
180
CPWM LLC
Washington
$62K +$61.6K +10,874 New
EDRH
181
Edmond de Rothschild Holding
Switzerland
$60K -$9.91K -1,750 -14%
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$59.1K
BSW
183
Buckingham Strategic Wealth
Missouri
$59K +$58.4K +10,321 New
EDRS
184
Edmond de Rothschild (Suisse)
Switzerland
$58K
SB
185
Simmons Bank
Arkansas
$58K +$57.8K +10,200 New
CNBT
186
Canandaigua National Bank & Trust
New York
$57K -$4.25K -750 -7%
MFS
187
MSI Financial Services
Massachusetts
$44K -$759 -134 -2%
PMFA
188
Plante Moran Financial Advisors
Michigan
$44K
CYG
189
Clean Yield Group
Vermont
$35K
GWM
190
Geneos Wealth Management
Colorado
$29K
TRCT
191
Tower Research Capital (TRC)
New York
$27K -$110K -19,482 -81%
WTB
192
Washington Trust Bank
Washington
$26K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$25K +$1.05K +186 +5%
VNA
194
Valley National Advisers
Pennsylvania
$24K
BAM
195
Brave Asset Management
New Jersey
$22K
QCG
196
Quadrant Capital Group
Ohio
$19K -$19.9K -3,508 -44%
JCM
197
Jacobi Capital Management
Pennsylvania
$19K +$20.4K +3,607 New
NFG
198
Next Financial Group
Texas
$18K -$3.4K -600 -15%
S
199
SignatureFD
Georgia
$18K +$2.5K +442 +17%
ZB
200
Zions Bancorporation
Utah
$16K -$5.87K -1,036 -27%