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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
851
Tradewinds Capital Management
Washington
$135K
BBHC
852
Brown Brothers Harriman & Co
New York
$131K +$14.4K +108 +12%
FWM
853
FSA Wealth Management
Massachusetts
$131K +$130K +970 New
SSB
854
Sandy Spring Bank
Maryland
$126K
CYG
855
Clean Yield Group
Vermont
$122K +$57.5K +430 +91%
PWA
856
Provenance Wealth Advisors
Florida
$122K
AA
857
Alta Advisers
United Kingdom
$108K
SN
858
Sittner & Nelson
Oregon
$108K
CLOS
859
Compagnie Lombard Odier SCmA
Switzerland
$105K
CBT
860
CoreFirst Bank & Trust
Kansas
$105K +$104K +779 New
WT
861
Washington Trust
Rhode Island
$104K
CB
862
CNB Bank
Pennsylvania
$103K
PTC
863
Private Trust Company
Ohio
$102K -$2.68K -20 -3%
MA
864
MCF Advisors
Kentucky
$102K
DF
865
DecisionPoint Financial
Arizona
$101K
KFI
866
Key Financial Inc
Pennsylvania
$100K
CH
867
Cromwell Holdings
Wyoming
$99.7K
TH
868
TCTC Holdings
Texas
$99K
M
869
MOTCO
Texas
$94.5K
C
870
Covestor
United Kingdom
$91K +$14.8K +111 +20%
WBC
871
Westpac Banking Corp
Australia
$89.9K
HBW
872
Hazlett, Burt & Watson
West Virginia
$88K +$42.1K +315 +92%
PWMG
873
Prestige Wealth Management Group
New Jersey
$83.6K
SIC
874
Salem Investment Counselors
North Carolina
$78.4K
NS
875
NBC Securities
Alabama
$77K +$18.7K +140 +32%