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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Evercore Wealth Management
New York
$12K
PAI
452
Pittenger & Anderson Inc
Nebraska
$12K
HCM
453
Highlander Capital Management
New Jersey
$12K +$42 +1 +0.3%
KA
454
Klingman & Associates
New York
$12K +$12K +290 New
GAM
455
Gemmer Asset Management
California
$10K
HI
456
Hudock Inc
Pennsylvania
$8K
PSUF
457
People's United Financial
Connecticut
$8K
SNT
458
Security National Trust
West Virginia
$8K
WIL
459
Winifred I. Li
$8K
HR
460
Howe & Rusling
New York
$8K +$2.7K +65 +46%
RA
461
Rational Advisors
New York
$7K +$6.64K +160 New
NYLT
462
New York Life Trust
New York
$6K -$69.1K -1,665 -92%
BPBT
463
Boston Private Bank & Trust
Massachusetts
$6K -$7.47K -180 -54%
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$4.15K +100 +172%
TFO
465
Tarbox Family Office
California
$5K -$332 -8 -7%
CFA
466
Carroll Financial Associates
North Carolina
$5K
BKA
467
Brick & Kyle Associates
Pennsylvania
$5K +$5.19K +125 New
ATC
468
Adirondack Trust Company
New York
$4K
FAM
469
Formidable Asset Management
Ohio
$4K
PMFA
470
Plante Moran Financial Advisors
Michigan
$4K +$2.41K +58 +141%
IF
471
Ironwood Financial
Arizona
$4K +$4.19K +101 New
TWA
472
TCI Wealth Advisors
Arizona
$3K
CAW
473
Cornerstone Advisors (Washington)
Washington
$3K +$1.58K +38 +95%
JIC
474
Joel Isaacson & Co
New York
$3K +$3.32K +80 New
EFSCE
475
Enterprise Financial Services Corp (EFSC)
Missouri
$2K