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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
151
Hanson & Doremus Investment Management
Vermont
$59K
GT
152
Glenmede Trust
Pennsylvania
$57K -$6.63K -157 -10%
BCWM
153
Bartlett & Co Wealth Management
Ohio
$55.4K +$1.65K +39 +3%
BC
154
Bartlett & Co
Ohio
$55K +$1.65K +39 +3%
IDBONY
155
Israel Discount Bank of New York
New York
$48K
UBS AM
156
UBS AM
Illinois
$44.1K -$4.39K -104 -9%
IWP
157
Icon Wealth Partners
Texas
$36K +$37.3K +883 New
TAIM
158
TD Ameritrade Investment Management
Nebraska
$32K -$2.49K -59 -7%
EFSCE
159
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
CAM
160
Cresset Asset Management
Illinois
$30K +$13.6K +323 +76%
MWC
161
MBM Wealth Consultants
Missouri
$27K
AIA
162
Alera Investment Advisors
Illinois
$24K +$2.37K +56 +10%
WTB
163
Washington Trust Bank
Washington
$22K +$15.2K +360 +198%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$21K +$3.34K +79 +18%
BBHC
165
Brown Brothers Harriman & Co
New York
$21K +$21.5K +510 New
CBT
166
Capital Bank & Trust
California
$21K +$22.5K +532 New
SIAS
167
Shine Investment Advisory Services
Colorado
$18K
MFBTD
168
MB Financial Bank - Trust Department
Illinois
$13K
BCA
169
Berman Capital Advisors
Georgia
$11K +$3.93K +93 +50%
PCG
170
Private Capital Group
Connecticut
$10K
FCA
171
FinTrust Capital Advisors
South Carolina
$9K +$169 +4 +2%
ClearBridge Investments
172
ClearBridge Investments
New York
$8K
BHWM
173
Bay Harbor Wealth Management
Maryland
$7K
FPFS
174
First Personal Financial Services
North Carolina
$7K
TJHA
175
Thomas J. Herzfeld Advisors
Florida
$7K +$1.82K +43 +32%