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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
Gemmer Asset Management
California
$12K +$6.7K +34 +142%
Manulife (Manufacturers Life Insurance)
302
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$6.89K +35 +219%
GFP
303
Gryphon Financial Partners
Ohio
$9K – – –
CIP
304
Convergence Investment Partners
Florida
$9K +$8.66K +44 New
FA
305
Fortis Advisors
Pennsylvania
$9K +$8.66K +44 New
PFO
306
Pathstone Family Office
New Jersey
$9K +$8.86K +45 New
CAW
307
Cornerstone Advisors (Washington)
Washington
$8K – – –
HNB
308
Huntington National Bank
Ohio
$8K +$7.88K +40 New
HMS
309
Hanseatic Management Services
New Mexico
$7K – – –
KF
310
Krilogy Financial
Missouri
$6K – – –
SPIA
311
Steward Partners Investment Advisory
New York
$6K +$2.17K +11 +50%
Lazard Asset Management
312
Lazard Asset Management
New York
$6K +$6.5K +33 New
FCB
313
First Command Bank
Texas
$5.36K +$5.32K +27 New
BAM
314
Barrett Asset Management
New York
$5K – – –
HWP
315
Hefty Wealth Partners
Indiana
$5K – – –
IWM
316
IHT Wealth Management
Illinois
$5K – – –
TIM
317
Tortoise Investment Management
New York
$5K – – –
PMFA
318
Plante Moran Financial Advisors
Michigan
$5K +$985 +5 +25%
FCFS
319
First Command Financial Services
Texas
$5K +$5.32K +27 New
WEC
320
Winslow Evans & Crocker
Massachusetts
$4.57K – – –
SA
321
SRH Advisors
Kansas
$4K – – –
TC
322
Trilogy Capital
California
$4K +$3.74K +19 New
ACS
323
Archford Capital Strategies
Illinois
$4K +$4.13K +21 New
SWP
324
Strategic Wealth Partners
Ohio
$4K +$4.33K +22 New
AF
325
Allworth Financial
California
$3K – – –