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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
251
Mosaic Family Wealth
Missouri
$34K
Creative Planning
252
Creative Planning
Kansas
$33K +$12.1K +2,256 +69%
FPFS
253
First Personal Financial Services
North Carolina
$30K -$13.4K -2,500 -33%
IA
254
IFP Advisors
Florida
$29K +$26.8K +4,989 New
EDRH
255
Edmond de Rothschild Holding
Switzerland
$26K -$6.44K -1,200 -21%
HMS
256
Hanseatic Management Services
New Mexico
$21K
HNB
257
Huntington National Bank
Ohio
$21K
AA
258
Apriem Advisors
California
$18K
EFSCE
259
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
WEC
260
Winslow Evans & Crocker
Massachusetts
$16.3K -$5.37K -1,000 -27%
CLM
261
ClearBridge LLC (Maryland)
Maryland
$12K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$12K
GI
263
Gradient Investments
Minnesota
$11K
LIA
264
LS Investment Advisors
Michigan
$11K
AF
265
Allworth Financial
California
$11K +$9.72K +1,810 New
CFA
266
Carroll Financial Associates
North Carolina
$10K
First Manhattan
267
First Manhattan
New York
$10K
WA
268
Winfield Associates
Ohio
$7K +$322 +60 +6%
AF
269
Arrow Financial
New York
$6K
HR
270
Howe & Rusling
New York
$6K +$5.85K +1,090 New
FTUS
271
Flow Traders U.S.
New York
$4K -$26.8K -5,000 -88%
GWM
272
Geneos Wealth Management
Colorado
$4K
PSUF
273
People's United Financial
Connecticut
$3K
AIM
274
Advantage Investment Management
Iowa
$2K
CAW
275
Cornerstone Advisors (Washington)
Washington
$1K