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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Evercore Wealth Management
New York
$17K
IWM
402
IHT Wealth Management
Illinois
$17K +$14.9K +473 +910%
WOC
403
West Oak Capital
California
$16.6K +$15.7K +500 New
ASN
404
Advisory Services Network
Georgia
$16K -$1.07K -34 -7%
GLI
405
Guardian Life Insurance
New York
$16K
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K
PA
407
Parallel Advisors
California
$15K -$1.07K -34 -6%
OAM
408
Oppenheimer Asset Management
New York
$15K -$1.01K -32 -7%
Bessemer Group
409
Bessemer Group
New Jersey
$15K
FHA
410
First Horizon Advisors
Tennessee
$13K
HCC
411
Hirtle Callaghan & Co
Pennsylvania
$13K
QCG
412
Quadrant Capital Group
Ohio
$13K
SFG
413
SevenBridge Financial Group
Pennsylvania
$12K
MA
414
MUFG Americas
New York
$12K +$11.6K +370 New
BFEC
415
Benjamin F. Edwards & Company
Missouri
$10K
YWP
416
YorkBridge Wealth Partners
New York
$10K
CFA
417
Carroll Financial Associates
North Carolina
$7K
PFSC
418
Peoples Financial Services Corp
Pennsylvania
$7K
MWM
419
Mascoma Wealth Management
New Hampshire
$6K
PWM
420
Perigon Wealth Management
California
$6K
SPIA
421
Steward Partners Investment Advisory
New York
$6K
TFO
422
Tarbox Family Office
California
$6K
FWM
423
Focused Wealth Management
New York
$5K -$145K -4,612 -97%
PMFA
424
Plante Moran Financial Advisors
Michigan
$5K
AIM
425
Anchor Investment Management
South Carolina
$4.16K