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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
501
Tompkins Financial
New York
$9K – – –
AIL
502
AGF Investments LLC
Ontario, Canada
$9K +$11.8K +472 New
PFSC
503
Peoples Financial Services Corp
Pennsylvania
$8K – – –
BGIM
504
Brandywine Global Investment Management
Pennsylvania
$7K -$8.36M -335,604 -100%
CFA
505
Carroll Financial Associates
North Carolina
$7K – – –
TFO
506
Tarbox Family Office
California
$7K +$473 +19 +7%
HTHT
507
Hemenway Trust Hemenway Trust
New Hampshire
$7K +$7.57K +304 New
MIFH
508
Migdal Insurance & Financial Holdings
Israel
$7K +$7.84K +315 New
WEC
509
Winslow Evans & Crocker
Massachusetts
$6.44K – – –
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
MWM
511
Mascoma Wealth Management
New Hampshire
$6K +$6.28K +252 New
RFA
512
Reilly Financial Advisors
California
$6K +$6.9K +277 New
PMFA
513
Plante Moran Financial Advisors
Michigan
$5K -$1.72K -69 -24%
GI
514
Gradient Investments
Minnesota
$5K – – –
EF
515
Empirical Finance
Pennsylvania
$5K +$4.93K +198 New
ACM
516
Armbruster Capital Management
New York
$5K +$5.03K +202 New
OFW
517
Omnia Family Wealth
Florida
$5K +$5.65K +227 New
CFD
518
Creative Financial Designs
Indiana
$5K +$5.75K +231 New
NFG
519
Next Financial Group
Texas
$4K -$797 -32 -14%
AA
520
Apriem Advisors
California
$4K +$4.26K +171 New
ECM
521
Estabrook Capital Management
New York
$3.49K – – –
HNB
522
Huntington National Bank
Ohio
$3K – – –
NCM
523
Nelson Capital Management
California
$3K – – –
WTB
524
Washington Trust Bank
Washington
$3K +$2.71K +109 +273%
AOWM
525
Alpha Omega Wealth Management
Virginia
$3K +$2.89K +116 New
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