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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1501
Versant Capital Management
Arizona
$150K – – –
GRP
1502
Global Retirement Partners
California
$150K +$118K +708 +347%
MFBTD
1503
MB Financial Bank - Trust Department
Illinois
$149K – – –
PCM
1504
Penserra Capital Management
California
$143K +$12.6K +76 +10%
CPIG
1505
Chicago Partners Investment Group
Illinois
$143K +$145K +870 New
HCA
1506
Heck Capital Advisors
Wisconsin
$142K -$5.98K -36 -4%
FWM
1507
Focused Wealth Management
New York
$140K -$3.16K -19 -2%
IP
1508
Isthmus Partners
Wisconsin
$139K – – –
AWM
1509
Avior Wealth Management
Nebraska
$139K +$135K +813 +2,197%
PCP
1510
Proficio Capital Partners
Massachusetts
$134K +$102K +616 +246%
SEIA
1511
Signature Estate & Investment Advisors
California
$130K +$15.8K +95 +14%
LWM
1512
LBA Wealth Management
Florida
$129K -$8.31K -50 -6%
BL
1513
Balentine LLC
Georgia
$128K – – –
SIC
1514
Salem Investment Counselors
North Carolina
$127K – – –
HCM
1515
Herndon Capital Management
Georgia
$122K +$30.4K +183 +33%
NCM
1516
Nelson Capital Management
California
$121K +$123K +740 New
OC
1517
Oakworth Capital
Alabama
$120K -$20.3K -122 -14%
BKA
1518
Brick & Kyle Associates
Pennsylvania
$118K +$166 +1 +0.1%
SAC
1519
Smith Affiliated Capital
New York
$116K – – –
TJHA
1520
Thomas J. Herzfeld Advisors
Florida
$115K – – –
FPS
1521
Fieldpoint Private Securities
Connecticut
$115K +$116K +701 New
CTB
1522
Country Trust Bank
Illinois
$114K – – –
ABA
1523
American Beacon Advisors
Texas
$106K +$108K +648 New
MIC
1524
MU Investments Company
Japan
$105K -$6.65K -40 -6%
EFSCE
1525
Enterprise Financial Services Corp (EFSC)
Missouri
$104K -$1.66K -10 -2%