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Name Holding Trade Value Shares
Change
Change in
Stake
PO
451
Private Ocean
California
$84K
MCM
452
Manchester Capital Management
Vermont
$81K
SSB
453
Sandy Spring Bank
Maryland
$77K
AssetMark Inc
454
AssetMark Inc
California
$74K -$54.8K -1,214 -44%
WTC
455
WhitTier Trust Company
Nevada
$72K
WAM
456
Wealthspire Advisors (Maryland)
Maryland
$72K +$631 +14 +0.9%
GWM
457
Geneos Wealth Management
Colorado
$70K -$2.03K -45 -3%
IUHSA
458
Itau Unibanco Holding S.A.
Brazil
$65K -$48.6K -1,078 -72%
PSC
459
Prentiss Smith & Co
Vermont
$65K
FPFS
460
First Personal Financial Services
North Carolina
$61K
CAW
461
Cornerstone Advisors (Washington)
Washington
$58K -$496 -11 -0.9%
GLI
462
Guardian Life Insurance
New York
$58K +$722 +16 +1%
RWM
463
Raffa Wealth Management
District of Columbia
$57.9K
GRP
464
Global Retirement Partners
California
$57K +$226 +5 +0.4%
BFEC
465
Benjamin F. Edwards & Company
Missouri
$52K -$6.77K -150 -12%
CG
466
Cutler Group
California
$51K -$730K -16,182 -94%
CTC
467
Central Trust Company
Missouri
$45K -$7.17K -159 -15%
GT
468
Greenleaf Trust
Michigan
$45K +$41.9K +930 New
CCM
469
Covington Capital Management
California
$40K +$37.2K +825 New
EWM
470
Evercore Wealth Management
New York
$38K
QCG
471
Quadrant Capital Group
Ohio
$38K
SNT
472
Security National Trust
West Virginia
$38K
SBL
473
Sargent Bickham Lagudis
Colorado
$37K
DSC
474
Duncker Streett & Co
Missouri
$36K
AIS
475
Accurate Investment Solutions
Pennsylvania
$33K