We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evercore Wealth Management
New York
$113K -$44.9K -422 -27%
BlackRock
202
BlackRock
New York
$107K
WT
203
Whittier Trust
California
$96K
MCM
204
Manchester Capital Management
Vermont
$96K +$104K +975 New
VFA
205
Virtus Fund Advisers
Connecticut
$82K
US Bancorp
206
US Bancorp
Minnesota
$78K -$25K -235 -23%
SEC
207
Seven Eight Capital
New York
$69K +$74.6K +700 New
WIL
208
Winifred I. Li
$59K
PCM
209
Prelude Capital Management
New York
$50K +$54.2K +509 New
SC
210
Saturna Capital
Washington
$32K
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$24K -$548K -5,145 -96%
GWA
212
Genesis Wealth Advisors
Massachusetts
$21.4K +$21.3K +200 New
OIA
213
Optimum Investment Advisors
Illinois
$20K
MWP
214
MYCIO Wealth Partners
Pennsylvania
$18K +$19.1K +179 New
GAM
215
Gemmer Asset Management
California
$14K
PMFA
216
Plante Moran Financial Advisors
Michigan
$14K
LNB
217
Ledyard National Bank
$12K
DADC
218
D.A. Davidson & Co
Montana
$9K
BRWA
219
B. Riley Wealth Advisors
Florida
$9K +$9.37K +88 New
Bessemer Group
220
Bessemer Group
New Jersey
$8K -$4.37K -41 -34%
BPBT
221
Boston Private Bank & Trust
Massachusetts
$8K
NSIM
222
North Star Investment Management
Illinois
$8K +$8.52K +80 New
LTFS
223
Ladenburg Thalmann Financial Services
Florida
$6K +$959 +9 +17%
BC
224
Bartlett & Co
Ohio
$6K +$6.6K +62 New
FHA
225
First Horizon Advisors
Tennessee
$5K +$4.9K +46 New