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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
501
IHT Wealth Management
Illinois
$22K +$20.8K +327 New
BIG
502
Bellwether Investment Group
Tennessee
$21K +$20.2K +317 New
SIM
503
Sonora Investment Management
Arizona
$20K
TSW
504
Thompson Siegel & Walmsley
Virginia
$20K
MBT
505
Montecito Bank & Trust
California
$20K +$19.1K +300 New
QCG
506
Quadrant Capital Group
Ohio
$19K -$1.08K -17 -5%
GAM
507
Gemmer Asset Management
California
$19K
MA
508
MUFG Americas
New York
$18K -$25K -392 -58%
First Manhattan
509
First Manhattan
New York
$18K
PFBT
510
Parkside Financial Bank & Trust
Missouri
$18K
NFG
511
Next Financial Group
Texas
$17K
FFW
512
Fusion Family Wealth
New York
$17K +$15.3K +240 New
BWA
513
Burt Wealth Advisors
Maryland
$17K +$15.9K +250 New
ED
514
Exane Derivatives
France
$14.7K
CFA
515
Carroll Financial Associates
North Carolina
$14K
MUS
516
Mitsubishi UFJ Securities
Japan
$13K -$4.46K -70 -27%
HNB
517
Huntington National Bank
Ohio
$13K
MCM
518
MV Capital Management
Maryland
$13K
MA
519
MCF Advisors
Kentucky
$11K
EWM
520
Evercore Wealth Management
New York
$11K +$2.87K +45 +38%
SPIA
521
Steward Partners Investment Advisory
New York
$8K +$8.47K +133 New
WPA
522
West Paces Advisors
Georgia
$7.54K +$7.2K +113 New
CCM
523
Cribstone Capital Management
Maine
$7K
RWA
524
Ropes Wealth Advisors
Massachusetts
$7K
ZB
525
Zions Bancorporation
Utah
$7K