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Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
426
Brandywine Global Investment Management
Pennsylvania
$33K
WT
427
Whittier Trust
California
$30K +$28.3K +377 New
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$28K +$4.81K +64 +22%
CCS
429
Crosspoint Capital Strategies
California
$21K -$101K -1,345 -83%
ASN
430
Advisory Services Network
Georgia
$18K -$448K -5,956 -96%
PSI
431
Pinnacle Summer Investments
Virginia
$18K -$1.73K -23 -9%
GWM
432
Gupta Wealth Management
California
$18K +$16.9K +225 New
IWMPD
433
Integrated Wealth Management (Palm Desert)
California
$17K +$16.2K +215 New
S
434
SignatureFD
Georgia
$16K +$11.5K +153 +364%
BBPWM
435
Blue Bell Private Wealth Management
Pennsylvania
$15K
Acadian Asset Management
436
Acadian Asset Management
Massachusetts
$14K +$526 +7 +4%
ZB
437
Zions Bancorporation
Utah
$13K +$11.8K +157 New
PMFA
438
Plante Moran Financial Advisors
Michigan
$11K +$9.92K +132 New
EWM
439
Evercore Wealth Management
New York
$9K
LS
440
Lupo Securities
Illinois
$9K +$8.34K +111 New
BFEC
441
Benjamin F. Edwards & Company
Missouri
$8K +$5.49K +73 +281%
WP
442
WealthPLAN Partners
Nebraska
$8K +$7.14K +95 New
MCM
443
MV Capital Management
Maryland
$6K
FPFS
444
First Personal Financial Services
North Carolina
$5K
RFA
445
Reilly Financial Advisors
California
$4K
TFO
446
Tarbox Family Office
California
$4K
GAM
447
Gemmer Asset Management
California
$4K +$676 +9 +24%
MUS
448
Mitsubishi UFJ Securities
Japan
$4K +$3.76K +50 New
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$3.03K
AC
450
Alexandria Capital
Virginia
$3K