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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
451
Alpha Omega Wealth Management
Virginia
$28K – – –
MCA
452
Mercer Capital Advisers
New Jersey
$28K – – –
TWMP
453
Taylor Wealth Management Partners
Massachusetts
$28K – – –
FNBT
454
FineMark National Bank & Trust
Florida
$28K +$2.98K +75 +14%
VWM
455
Valley Wealth Managers
New Jersey
$28K +$23K +580 New
NYLT
456
New York Life Trust
New York
$26K +$21.4K +539 New
BL
457
Balentine LLC
Georgia
$25K -$70.5K -1,778 -77%
SAMC
458
Shinko Asset Management Company
Japan
$25K -$5.36K -135 -20%
MFBTD
459
MB Financial Bank - Trust Department
Illinois
$24K – – –
NC
460
NewSquare Capital
Pennsylvania
$24K – – –
AIM
461
Advantage Investment Management
Iowa
$23K +$19.6K +495 New
GAM
462
Gemmer Asset Management
California
$22K – – –
MFW
463
Mosaic Family Wealth
Missouri
$21K – – –
IWMPD
464
Integrated Wealth Management (Palm Desert)
California
$19K -$1.98K -50 -11%
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$19K -$952 -24 -6%
AssetMark Inc
466
AssetMark Inc
California
$19K -$317 -8 -2%
FIB
467
First Interstate Bank
Montana
$19K – – –
MSFP
468
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
VCM
469
Versant Capital Management
Arizona
$19K +$2.3K +58 +17%
MWM
470
MinichMacGregor Wealth Management
New York
$18K +$15.6K +392 New
EWM
471
Endurance Wealth Management
Rhode Island
$14K – – –
AII
472
AGF Investments Inc
Ontario, Canada
$13K -$198 -5 -2%
VIA
473
Vantage Investment Advisors
Pennsylvania
$13K +$159 +4 +1%
EWM
474
Evercore Wealth Management
New York
$12K – – –
PSUF
475
People's United Financial
Connecticut
$11K – – –