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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
Baystate Wealth Management
Massachusetts
$104K +$115K +4,504 New
Lazard Asset Management
277
Lazard Asset Management
New York
$103K +$87.3K +3,405 +311%
MS
278
Marshall & Sullivan
Washington
$81K +$90.6K +3,534 New
KA
279
Kintegral Advisory
New York
$78K +$1.85K +72 +2%
VVP
280
Venture Visionary Partners
Ohio
$75.5K +$84.2K +3,284 New
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$75K +$33.3K +1,299 +66%
AIM
282
Arcadia Investment Management
Michigan
$71K -$77.3K -3,014 -49%
HPC
283
HM Payson & Co
Maine
$69K -$1.85K -72 -2%
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K -$53.8K -2,100 -42%
MA
285
Montag & Associates
Georgia
$65K -$24.5K -954 -25%
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$62K +$60.1K +2,345 +644%
ACA
287
Atlas Capital Advisors
Wyoming
$61.8K +$68.8K +2,685 +89,500%
CCM
288
Covington Capital Management
California
$57K -$27.7K -1,082 -30%
EWA
289
EverSource Wealth Advisors
Alabama
$57K +$63.8K +2,487 +248,700%
IA
290
IFP Advisors
Florida
$56K
FF
291
FourThought Financial
Florida
$53K +$4.82K +188 +9%
PTC
292
Private Trust Company
Ohio
$53K +$59.1K +2,307 New
SSB
293
Sandy Spring Bank
Maryland
$49K -$5.23K -204 -9%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$45K +$3.15K +123 +7%
S
295
SignatureFD
Georgia
$45K +$12.9K +503 +35%
QCG
296
Quadrant Capital Group
Ohio
$39K -$4.9K -191 -10%
STCOSD
297
Sageworth Trust Company of South Dakota
South Dakota
$37K +$4.84K +189 +13%
MHR
298
Matthew Hamilton Rosenberg
$36K +$30.6K +1,195 +332%
Bessemer Group
299
Bessemer Group
New Jersey
$32K +$1.23K +48 +4%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$32K +$2.72K +106 +8%