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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
451
Shinko Asset Management Company
Japan
$68K -$85.4K -136 -58%
CBOA
452
Commonwealth Bank of Australia
Australia
$68K – – –
PSI
453
Pinnacle Summer Investments
Virginia
$68K – – –
CA
454
CapWealth Advisors
Tennessee
$68K +$62.8K +100 New
FPFS
455
First Personal Financial Services
North Carolina
$65K – – –
CTC
456
Central Trust Company
Missouri
$59K +$41.5K +66 +330%
MUS
457
Mitsubishi UFJ Securities
Japan
$55K +$50.3K +80 New
RIA
458
Regal Investment Advisors
Michigan
$53K – – –
CCS
459
Crosspoint Capital Strategies
California
$42K +$13.8K +22 +56%
ED
460
Exane Derivatives
France
$34.8K -$8.79K -14 -22%
RWM
461
Raffa Wealth Management
District of Columbia
$34.1K – – –
GWS
462
Glassman Wealth Services
Virginia
$34K – – –
NCM
463
Nelson Capital Management
California
$34K – – –
IMS
464
Index Management Solutions
Pennsylvania
$30K -$16.3K -26 -37%
GAM
465
Gemmer Asset Management
California
$22K – – –
EFSCE
466
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$10.1K +16 +145%
ZB
467
Zions Bancorporation
Utah
$18K +$16.3K +26 New
CHC
468
City Holding Co
West Virginia
$17K – – –
JFGIW
469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K – – –
TFO
470
Tarbox Family Office
California
$16K – – –
CGT
471
Capital Guardian Trust
California
$16K +$14.4K +23 New
MWP
472
MYCIO Wealth Partners
Pennsylvania
$15K – – –
TWA
473
TCI Wealth Advisors
Arizona
$15K – – –
FAM
474
Formidable Asset Management
Ohio
$14K – – –
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$12.3K -$15.7K -25 -58%
17 18
19
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