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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Prelude Capital Management
New York
$20K +$19.4K +499 New
GAM
402
Gemmer Asset Management
California
$19K
ECM
403
Estabrook Capital Management
New York
$18.2K -$3.42K -88 -16%
SFG
404
SevenBridge Financial Group
Pennsylvania
$17K +$16.8K +432 New
S
405
SignatureFD
Georgia
$16K +$1.28K +33 +9%
LWCFA
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$15.7K +403 +2,687%
FIB
407
First Interstate Bank
Montana
$15K
ASN
408
Advisory Services Network
Georgia
$15K +$78 +2 +0.5%
HMS
409
Hanseatic Management Services
New Mexico
$15K +$14.5K +372 New
BBPWM
410
Blue Bell Private Wealth Management
Pennsylvania
$14K
WRM
411
Westport Resources Management
Connecticut
$14K
HR
412
Howe & Rusling
New York
$14K +$1.17K +30 +9%
PMFA
413
Plante Moran Financial Advisors
Michigan
$14K +$13.4K +345 +1,917%
MRCM
414
M&R Capital Management
New Jersey
$14K +$14K +359 New
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$13.9K +$13.8K +356 New
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$13K +$1.13K +29 +9%
VCM
417
Versant Capital Management
Arizona
$12K -$117 -3 -0.9%
PSUF
418
People's United Financial
Connecticut
$12K
TCOV
419
Trust Company of Vermont
Vermont
$12K
JWA
420
JFS Wealth Advisors
Pennsylvania
$11K
RFA
421
Reilly Financial Advisors
California
$11K +$272 +7 +3%
VIA
422
Vantage Investment Advisors
Pennsylvania
$10K
IIC
423
Integrated Investment Consultants
Michigan
$9K
WOC
424
West Oak Capital
California
$8.34K
CCM
425
Cribstone Capital Management
Maine
$8K +$7.89K +203 New