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Name Holding Trade Value Shares
Change
Change in
Stake
DG
251
Davidson & Garrard
Virginia
$76K – – –
GC
252
Gratus Capital
Georgia
$76K – – –
OA
253
OFI Advisors
Pennsylvania
$69K -$2.85K -462 -4%
UR
254
USCA RIA
Texas
$69K -$62 -10 -0.1%
DWA
255
Douglass Winthrop Advisors
New York
$69K – – –
Mariner
256
Mariner
Kansas
$68K – – –
MCM
257
Mitchell Capital Management
Kansas
$67K – – –
LMGAM
258
Liberty Mutual Group Asset Management
Massachusetts
$65K +$65.9K +10,658 New
EWM
259
Evercore Wealth Management
New York
$62K +$13.2K +2,134 +26%
CONA
260
Capital One National Association
New York
$62K +$62.7K +10,142 New
EMG
261
Ellington Management Group
Connecticut
$62K +$63K +10,200 New
BFS
262
Bradley Foster & Sargent
Connecticut
$61K – – –
SC
263
Saturna Capital
Washington
$61K – – –
EDRH
264
Edmond de Rothschild Holding
Switzerland
$61K +$61.8K +10,000 New
JFA
265
JNBA Financial Advisors
Minnesota
$55K -$10.8K -1,750 -16%
LOT
266
Lombard Odier Transatlantic
Quebec, Canada
$55K – – –
ClearBridge Investments
267
ClearBridge Investments
New York
$54K +$31.1K +5,030 +133%
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$52K – – –
KAS
269
Kemnay Advisory Services
New York
$40K – – –
RFA
270
Reilly Financial Advisors
California
$31K – – –
TJHA
271
Thomas J. Herzfeld Advisors
Florida
$30K +$5.67K +917 +23%
MFS
272
MSI Financial Services
Massachusetts
$29K -$96.9K -15,675 -77%
ACS
273
Archford Capital Strategies
Illinois
$26K – – –
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$22K +$5.75K +930 +34%
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$21K – – –