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Name Holding Trade Value Shares
Change
Change in
Stake
FCH
451
Freestone Capital Holdings
Washington
$842K +$177K +1,426 +25%
PFSC
452
Peoples Financial Services Corp
Pennsylvania
$841K -$4.96K -40 -0.6%
MC
453
Moors & Cabot
Massachusetts
$820K +$124 +1 +0%
GT
454
Greenleaf Trust
Michigan
$820K +$159K +1,280 +23%
BTWM
455
Baker Tilly Wealth Management
Wisconsin
$816K -$6.21K -50 -0.7%
GCL
456
Gouws Capital LLC
North Carolina
$807K +$835K +6,726 New
PRC
457
Pearl River Capital
Michigan
$806K +$834K +6,717 New
RCM
458
Radnor Capital Management
Pennsylvania
$803K -$447K -3,600 -35%
HNB
459
Huntington National Bank
Ohio
$792K +$85.3K +687 +12%
B
460
Bailard
California
$789K -$1.12K -9 -0.1%
FPF
461
First Pacific Financial
Washington
$784K +$17.5K +141 +2%
EMG
462
ETF Managers Group
New Jersey
$776K +$38.4K +309 +5%
GLA
463
Great Lakes Advisors
Illinois
$770K +$9.31K +75 +1%
VanEck Associates
464
VanEck Associates
New York
$770K +$90.5K +729 +13%
GAA
465
Green Alpha Advisors
Colorado
$755K +$11.9K +96 +2%
LOAMS
466
Lombard Odier Asset Management (Switzerland)
Switzerland
$752K -$720K -5,799 -48%
LNB
467
Ledyard National Bank
$742K +$17.9K +144 +2%
CTA
468
Chesley Taft & Associates
Illinois
$738K +$66.4K +535 +10%
BPCE
469
Bank Pictet & Cie (Europe)
Germany
$731K +$68.8K +554 +10%
EAM
470
EFG Asset Management
Oregon
$722K +$747K +6,020 New
WAM
471
Westport Asset Management
Connecticut
$720K – – –
SW
472
StrongBox Wealth
Missouri
$713K +$155K +1,245 +26%
FBT
473
First Bankers Trust
Kentucky
$706K – – –
FAM
474
Fred Alger Management
New York
$690K – – –
PCS
475
Personal CFO Solutions
New Jersey
$680K +$37.1K +299 +6%