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Name Holding Trade Value Shares
Change
Change in
Stake
HRIA
426
Haberer Registered Investment Advisor
Ohio
$25K
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$24K -$1.43K -28 -5%
JFA
428
JNBA Financial Advisors
Minnesota
$24K
GAM
429
Gemmer Asset Management
California
$24K +$25.3K +497 New
BPBT
430
Boston Private Bank & Trust
Massachusetts
$22K
EFSCE
431
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
WRM
432
Westport Resources Management
Connecticut
$18K
GSC
433
Ground Swell Capital
South Carolina
$16K +$16.7K +328 New
JWA
434
JFS Wealth Advisors
Pennsylvania
$14K +$14.4K +283 New
RFA
435
Reilly Financial Advisors
California
$13K +$13.9K +274 New
ARMC
436
American Research & Management Company
Massachusetts
$12K
PTC
437
Private Trust Company
Ohio
$12K
EA
438
Ecofin Advisors
United Kingdom
$11K +$11.3K +223 New
WOC
439
West Oak Capital
California
$10.3K
TF
440
Tompkins Financial
New York
$9K
FAM
441
Formidable Asset Management
Ohio
$9K +$9.77K +192 New
MUMSS
442
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K +$9.87K +194 New
HCM
443
Highlander Capital Management
New Jersey
$8.58K
ST
444
Smithfield Trust
Pennsylvania
$8K -$183K -3,604 -96%
LWCFA
445
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
MA
446
MUFG Americas
New York
$8K
ST
447
Spot Trading
Illinois
$8K
VIA
448
Vantage Investment Advisors
Pennsylvania
$6K +$1.78K +35 +42%
VNB
449
Valley National Bancorp
New York
$5K
QAM
450
QCI Asset Management
New York
$4K