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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1001
Loomis, Sayles & Company
Massachusetts
$78.8K -$3.64K -40 -4%
IAIM
1002
International Assets Investment Management
Florida
$77.5K -$252K -2,766 -76%
PPC
1003
Park Place Capital
Alabama
$75.6K – – –
RFP
1004
Root Financial Partners
California
$72.3K -$28.7K -315 -28%
ADL
1005
Asset Dedication LLC
California
$72.2K – – –
MCM
1006
MV Capital Management
Maryland
$70.4K – – –
LWCFA
1007
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69.7K – – –
UCB
1008
United Community Bank
South Carolina
$69.7K +$18K +198 +34%
AIC
1009
Archer Investment Corporation
Indiana
$68.8K +$364 +4 +0.5%
BDL
1010
Banque de Luxembourg
Luxembourg
$68.7K – – –
UBP
1011
Union Bancaire Privee
Switzerland
$67.8K – – –
MSWM
1012
Mowery & Schoenfeld Wealth Management
Illinois
$64.7K +$2.55K +28 +4%
PWPS
1013
Pinnacle Wealth Planning Services
Ohio
$63.3K +$65.3K +717 New
WB
1014
Webster Bank
Connecticut
$63.1K -$11.5K -126 -15%
ST
1015
Smithfield Trust
Pennsylvania
$63K +$2.91K +32 +5%
HIIFS
1016
Harel Insurance Investments & Financial Services
Israel
$63K +$3.1K +34 +5%
MCM
1017
Manchester Capital Management
Vermont
$62.6K -$911 -10 -1%
TFIPS
1018
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60K – – –
ATC
1019
Adirondack Trust Company
New York
$59.2K -$45.5K -500 -43%
BC
1020
Barrett & Company
Rhode Island
$59K – – –
MWA
1021
Medallion Wealth Advisors
Connecticut
$57.6K +$364 +4 +0.6%
SS
1022
SBI Securities
Japan
$55.6K -$7.56K -83 -12%
FHA
1023
Flagship Harbor Advisors
Massachusetts
$55.1K +$56.8K +624 New
CA
1024
CoreCap Advisors
Michigan
$54.9K +$31.1K +341 +121%
CMP
1025
Coston McIsaac & Partners
Maine
$54K -$2.64K -29 -5%