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Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
76
Boston Private Bank & Trust
Massachusetts
$10K +$9.74K +592 New
LNB
77
Ledyard National Bank
$9K – – –
Creative Planning
78
Creative Planning
Kansas
$7K +$6.91K +420 New
S
79
SignatureFD
Georgia
$6K +$5.79K +352 New
BIM
80
BlackRock Investment Management
Delaware
$3K – – –
WEC
81
Winslow Evans & Crocker
Massachusetts
$2.65K – – –
KT
82
Kanaly Trust
Texas
$2K -$5.46K -332 -78%
ACS
83
Archford Capital Strategies
Illinois
$2K -$1.25K -76 -35%
DADC
84
D.A. Davidson & Co
Montana
$2K -$197 -12 -9%
HMS
85
Hanseatic Management Services
New Mexico
$2K – – –
SA
86
SRH Advisors
Kansas
$2K – – –
CG
87
Colony Group
Massachusetts
$1K – – –
RWM
88
Raffa Wealth Management
District of Columbia
$544 – – –
Natixis Advisors
89
Natixis Advisors
Massachusetts
– -$4.7M -291,464 Closed
BKBG
90
BHF Kleinwort Benson Group
Belgium
– -$386K -23,964 Closed
OAM
91
Oxford Asset Management
United Kingdom
– -$340K -21,128 Closed
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
– -$97K -6,000 Closed
Barclays
93
Barclays
United Kingdom
– -$84K -5,220 Closed
VKH
94
Virtu KCG Holdings
New York
– -$79K -4,916 Closed
BFA
95
BlackRock Fund Advisors
California
– -$59K -3,672 Closed
WA
96
Waverly Advisors
Alabama
– -$6K -396 Closed
OSAM
97
O'Shaughnessy Asset Management
Connecticut
– -$4.08K -248 -95%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
– -$129 -8 Closed