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Name Holding Trade Value Shares
Change
Change in
Stake
MA
376
MUFG Americas
New York
$15K
FC
377
Ferris Capital
Massachusetts
$15K +$14.3K +158 New
WPA
378
West Paces Advisors
Georgia
$13.9K
PA
379
Parallel Advisors
California
$12K +$903 +10 +9%
OAM
380
Oppenheimer Asset Management
New York
$10K -$2.26K -25 -20%
FPS
381
Fieldpoint Private Securities
Connecticut
$10K
PCP
382
Proficio Capital Partners
Massachusetts
$9K -$16.7K -185 -68%
RFA
383
Reilly Financial Advisors
California
$9K
WT
384
Whittier Trust
California
$8K
PHK
385
Point72 Hong Kong
Hong Kong
$7K -$4.7K -52 -39%
CFA
386
Carroll Financial Associates
North Carolina
$7K -$1.45K -16 -17%
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$7K
ST
388
Smithfield Trust
Pennsylvania
$7K +$6.5K +72 New
EWM
389
Evercore Wealth Management
New York
$6K
CPIG
390
Chicago Partners Investment Group
Illinois
$6K +$5.6K +62 New
WOC
391
West Oak Capital
California
$5.39K +$5.24K +58 New
AC
392
Alexandria Capital
Virginia
$5K
TFO
393
Tarbox Family Office
California
$5K
PFBT
394
Parkside Financial Bank & Trust
Missouri
$4K
GWS
395
Glassman Wealth Services
Virginia
$4K +$452 +5 +12%
SWA
396
Sutton Wealth Advisors
Florida
$3.81K
PMFA
397
Plante Moran Financial Advisors
Michigan
$3K
FHA
398
First Horizon Advisors
Tennessee
$2K -$1.35K -15 -39%
TIM
399
Tortoise Investment Management
New York
$2K +$1.63K +18 New
SPIA
400
Steward Partners Investment Advisory
New York
$2K +$2.62K +29 New