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Name Holding Trade Value Shares
Change
Change in
Stake
WT
376
Whittier Trust
California
$25K
MFS
377
MSI Financial Services
Massachusetts
$24K +$2.63K +49 +12%
TJHA
378
Thomas J. Herzfeld Advisors
Florida
$24K +$23.9K +446 New
SEI Investments
379
SEI Investments
Pennsylvania
$21K -$1.82K -34 -8%
IMS
380
Index Management Solutions
Pennsylvania
$21K +$12.4K +232 +149%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$19K -$322 -6 -2%
AWS
382
Aris Wealth Services
Pennsylvania
$19K
GAM
383
Gemmer Asset Management
California
$18K
PCM
384
Prelude Capital Management
New York
$16K -$16.1K -300 -50%
FAM
385
Formidable Asset Management
Ohio
$15K
IPC
386
Independent Portfolio Consultants
Florida
$14K -$199K -3,714 -94%
SNT
387
Security National Trust
West Virginia
$13K
CCS
388
Crosspoint Capital Strategies
California
$11K
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$3.06K -57 -25%
TCCM
390
Timber Creek Capital Management
Massachusetts
$8K
HR
391
Howe & Rusling
New York
$8K +$7.4K +138 New
LNB
392
Ledyard National Bank
$7K
RCG
393
Ruggie Capital Group
Florida
$7K
JIC
394
Joel Isaacson & Co
New York
$6K
WRM
395
Westport Resources Management
Connecticut
$6K
WEC
396
Winslow Evans & Crocker
Massachusetts
$5.48K
RA
397
Rational Advisors
New York
$4K
GXMC
398
Global X Management Company
New York
$3K +$2.47K +46 New
VIA
399
Vident Investment Advisory
Georgia
$3K +$2.68K +50 New
EWM
400
Evercore Wealth Management
New York
$3K +$3K +56 New