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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
551
Zions Bancorporation
Utah
$30K – – –
GAM
552
Gemmer Asset Management
California
$25K – – –
EMG
553
ETF Managers Group
New Jersey
$25K +$26.5K +35 New
IR
554
Invictus RG
Bermuda
$23K -$201K -266 -90%
PMFA
555
Plante Moran Financial Advisors
Michigan
$22K +$1.51K +2 +8%
SWA
556
Sutton Wealth Advisors
Florida
$21.5K +$20.4K +27 New
CHC
557
City Holding Co
West Virginia
$20K – – –
ADL
558
Asset Dedication LLC
California
$20K +$18.9K +25 New
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
QCG
560
Quadrant Capital Group
Ohio
$19K +$15.1K +20 +250%
CGT
561
Capital Guardian Trust
California
$18K -$349K -461 -95%
CAW
562
Cornerstone Advisors (Washington)
Washington
$18K +$5.29K +7 +47%
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$17.5K +$11.3K +15 +214%
FAM
564
Formidable Asset Management
Ohio
$16K – – –
NYLT
565
New York Life Trust
New York
$16K – – –
TFO
566
Tarbox Family Office
California
$15K -$2.27K -3 -14%
DPA
567
Delphi Private Advisors
California
$13K -$756 -1 -6%
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
AF
569
Allworth Financial
California
$11K – – –
CFA
570
Carroll Financial Associates
North Carolina
$8K +$756 +1 +10%
PCM
571
Penserra Capital Management
California
$7K -$756 -1 -10%
MFW
572
Mosaic Family Wealth
Missouri
$6K – – –
TSU
573
TD Securities (USA)
New York
$6K – – –
PCP
574
Proficio Capital Partners
Massachusetts
$6K +$756 +1 +17%
LWA
575
Lenox Wealth Advisors
New York
$5K -$3.03K -4 -40%
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