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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
401
Huntington National Bank
Ohio
$77K -$10.5K -310 -11%
BAM
402
Bruderman Asset Management
New York
$70K – – –
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$69K +$7.1K +210 +11%
PSUF
404
People's United Financial
Connecticut
$67K – – –
RCM
405
Riverhead Capital Management
Delaware
$66K -$7.9M -233,745 -98%
RI
406
Redwood Investments
Massachusetts
$64K – – –
WT
407
Whittier Trust
California
$64K – – –
ARMT
408
Amica Retiree Medical Trust
Rhode Island
$57K – – –
DSI
409
Daiwa SB Investments
Japan
$52K +$4.4K +130 +8%
EA
410
Euclid Advisors
Connecticut
$52K +$55.1K +1,630 New
VFA
411
Virtus Fund Advisers
Connecticut
$50K – – –
PAIA
412
Park Avenue Institutional Advisers
New York
$48K -$845 -25 -2%
CCA
413
Checchi Capital Advisers
California
$47K -$14.9K -440 -23%
EWM
414
Evercore Wealth Management
New York
$47K +$50.4K +1,489 New
Toronto Dominion Bank
415
Toronto Dominion Bank
Ontario, Canada
$42K -$18.1K -535 -29%
CWM
416
Cranbrook Wealth Management
Michigan
$34K – – –
First Manhattan
417
First Manhattan
New York
$34K – – –
MFS
418
MSI Financial Services
Massachusetts
$31K -$8.96K -265 -21%
KF
419
Krilogy Financial
Missouri
$31K – – –
FANJ
420
Financial Architects (New Jersey)
New Jersey
$30K +$31.7K +936 New
AIM
421
Acrospire Investment Management
Illinois
$29K -$64.2K -1,900 -68%
GLI
422
Guardian Life Insurance
New York
$28K -$372 -11 -1%
DADC
423
D.A. Davidson & Co
Montana
$28K +$24.4K +721 +361%
FPFS
424
First Personal Financial Services
North Carolina
$27K +$28.4K +841 New
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$25K -$6.7K -198 -19%