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Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
326
Shinko Asset Management Company
Japan
$17K
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
GAM
328
Gemmer Asset Management
California
$14K
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$14K
MMG
330
Monetary Management Group
Missouri
$12K
Loomis, Sayles & Company
331
Loomis, Sayles & Company
Massachusetts
$12K +$5.5K +135 +92%
CGT
332
Capital Guardian Trust
California
$11K
ACS
333
Archford Capital Strategies
Illinois
$9K
IA
334
IFP Advisors
Florida
$9K +$2.37K +58 +35%
KT
335
Kanaly Trust
Texas
$8K -$11.8K -289 -59%
WIC
336
Woodmont Investment Counsel
Tennessee
$8K +$8.07K +198 New
SF
337
Synovus Financial
Georgia
$7K
PWM
338
Perigon Wealth Management
California
$7K +$7.34K +180 New
DPA
339
Delphi Private Advisors
California
$6K
LWM
340
LBA Wealth Management
Florida
$6K
CAW
341
Cornerstone Advisors (Washington)
Washington
$5K -$5.1K -125 -50%
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$5K
WEC
343
Winslow Evans & Crocker
Massachusetts
$4.93K
ASN
344
Advisory Services Network
Georgia
$4K -$122 -3 -3%
AWM
345
Avior Wealth Management
Nebraska
$3K
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$3K
Bessemer Group
347
Bessemer Group
New Jersey
$3K +$2.85K +70 New
DSI
348
Daiwa SB Investments
Japan
$3K +$2.85K +70 New
CFG
349
Citizens Financial Group
Rhode Island
$2K -$5.87K -144 -79%
MFW
350
Mosaic Family Wealth
Missouri
$2K