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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
501
Washington Trust Bank
Washington
$111K +$23.7K +778 +26%
Bessemer Group
502
Bessemer Group
New Jersey
$110K +$78.1K +2,563 +210%
PRS
503
Pinkerton Retirement Specialists
Idaho
$105K -$14.5K -475 -12%
KPCM
504
Kings Point Capital Management
New York
$104K
WHG
505
Westwood Holdings Group
Texas
$99K +$104K +3,410 New
Manulife (Manufacturers Life Insurance)
506
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96K -$5.27M -172,873 -98%
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$95K -$35K -1,150 -26%
JIC
508
Joel Isaacson & Co
New York
$91K -$16K -524 -14%
FIB
509
First Interstate Bank
Montana
$89K -$40.4K -1,325 -30%
ECM
510
Estabrook Capital Management
New York
$87K
HCM
511
Highlander Capital Management
New Jersey
$84K -$3.32K -109 -4%
TAM
512
Third Avenue Management
New York
$81K
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$80K +$9.35K +307 +13%
CFA
514
CT Financial Advisors
Pennsylvania
$78.8K
RWG
515
Regal Wealth Group
California
$78K +$975 +32 +1%
VIA
516
Vantage Investment Advisors
Pennsylvania
$78K +$9.69K +318 +13%
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$73K -$6.73K -221 -8%
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$73K -$579 -19 -0.8%
ST
519
Smithfield Trust
Pennsylvania
$63K -$2.83K -93 -4%
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K
H
521
Hexavest
Quebec, Canada
$56K
TJHA
522
Thomas J. Herzfeld Advisors
Florida
$55K +$5.61K +184 +11%
AWM
523
AllSquare Wealth Management
New York
$54K
MRCM
524
M&R Capital Management
New Jersey
$53K
PCP
525
Proficio Capital Partners
Massachusetts
$48K -$2.83K -93 -5%