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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
626
Evercore Wealth Management
New York
$4.2M -$316K -1,263 -6%
NIM
627
Northeast Investment Management
Massachusetts
$4.17M +$1.64M +6,563 +56%
AP
628
Advisor Partners
California
$4.17M -$121K -484 -3%
NLGIA
629
Nippon Life Global Investors Americas
New York
$4.17M -$1.1M -4,410 -19%
SW
630
SVB Wealth
Massachusetts
$4.17M +$315K +1,258 +7%
CWM
631
CMH Wealth Management
New Hampshire
$4.14M -$2.29M -9,146 -34%
FFN
632
Focus Financial Network
Minnesota
$4.14M +$14.5K +58 +0.3%
FIM
633
Freedom Investment Management
Connecticut
$4.11M -$222K -885 -5%
MGIA
634
Moneta Group Investment Advisors
Missouri
$4.11M -$859K -3,430 -16%
WG
635
Welch Group
Alabama
$4.09M +$383K +1,529 +9%
PFS
636
Prospera Financial Services
Texas
$4.05M +$506K +2,020 +13%
RIA
637
Regal Investment Advisors
Michigan
$4.05M -$43.6K -174 -1%
S
638
Surevest
California
$4.05M +$246K +983 +6%
EI
639
Ethic Inc
New York
$4.02M +$824K +3,288 +23%
ST
640
Somerset Trust
Pennsylvania
$4.01M -$190K -758 -4%
CCM
641
Coldstream Capital Management
Washington
$4.01M +$101K +405 +2%
GG
642
Gofen & Glossberg
Illinois
$4M +$169K +675 +4%
DC
643
Davenport & Co
Virginia
$4M +$578K +2,306 +15%
JCM
644
Jacobi Capital Management
Pennsylvania
$4M -$43.3K -173 -1%
LNC
645
Lincoln National Corp
Pennsylvania
$3.97M -$149K -594 -3%
BBWA
646
Bell & Brown Wealth Advisors
California
$3.96M +$4.33M +17,303 New
EDRH
647
Edmond de Rothschild Holding
Switzerland
$3.96M -$509K -2,032 -11%
BFS
648
Bradley Foster & Sargent
Connecticut
$3.94M -$246K -981 -5%
AUB
649
Atlantic Union Bankshares
Virginia
$3.94M +$360K +1,439 +9%
HCP
650
Holt Capital Partners
Texas
$3.93M -$78.9K -315 -2%
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