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Banc of California

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$36K -$711 -35 -2%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$27K +$10.8K +534 +59%
LIA
153
LS Investment Advisors
Michigan
$24K – – –
SWA
154
Sutton Wealth Advisors
Florida
$19.4K – – –
FCMT
155
Founders Capital Management (Texas)
Texas
$19K – – –
HCM
156
Highlander Capital Management
New Jersey
$19K – – –
VCM
157
Versant Capital Management
Arizona
$17K +$508 +25 +3%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$14K -$5.52K -272 -27%
Ladenburg Thalmann Financial Services
159
Ladenburg Thalmann Financial Services
Florida
$13K +$5.1K +251 +60%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$12K – – –
LFA
161
Legacy Financial Advisors
Kentucky
$8K – – –
Loomis, Sayles & Company
162
Loomis, Sayles & Company
Massachusetts
$7K – – –
Geneos Wealth Management
163
Geneos Wealth Management
Colorado
$6K +$41 +2 +0.6%
WTB
164
Washington Trust Bank
Washington
$5K +$5.69K +280 New
Parallel Advisors
165
Parallel Advisors
California
$4K – – –
GAM
166
Gemmer Asset Management
California
$3K – – –
Glenmede Trust
167
Glenmede Trust
Pennsylvania
$3K – – –
Wealthspire Advisors (Maryland)
168
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
SignatureFD
169
SignatureFD
Georgia
$3K +$2.76K +136 New
HR
170
Howe & Rusling
New York
$2K -$386 -19 -13%
FRA
171
Front Row Advisors
California
$2K – – –
Regions Financial Corp
172
Regions Financial Corp
Alabama
$2K – – –
Stratos Wealth Partners
173
Stratos Wealth Partners
Ohio
$1K – – –
PFBT
174
Parkside Financial Bank & Trust
Missouri
$1K +$447 +22 +183%
EM
175
Endicott Management
New York
– -$20.6M -1,000,000 Closed