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Name Holding Trade Value Shares
Change
Change in
Stake
QAM
401
QCI Asset Management
New York
$16K – – –
WT
402
Whittier Trust
California
$15K – – –
CFSG
403
Community Financial Services Group
Vermont
$13K – – –
FQ
404
First Quadrant
California
$13K – – –
BFEC
405
Benjamin F. Edwards & Company
Missouri
$12K – – –
WEC
406
Winslow Evans & Crocker
Massachusetts
$9.91K – – –
UFA
407
US Financial Advisors
Massachusetts
$8K -$4.92K -120 -38%
OC
408
Oakworth Capital
Alabama
$8K – – –
TFO
409
Tarbox Family Office
California
$8K +$8.21K +200 New
TSW
410
Thompson Siegel & Walmsley
Virginia
$7K +$7.18K +175 New
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
ZB
412
Zions Bancorporation
Utah
$6K +$5.38K +131 New
CFA
413
CT Financial Advisors
Pennsylvania
$5.98K – – –
S
414
SignatureFD
Georgia
$5K -$2.09K -51 -32%
LIA
415
LS Investment Advisors
Michigan
$5K – – –
EFSCE
416
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.4K -34 -33%
AF
417
Allworth Financial
California
$3K – – –
TFA
418
Transamerica Financial Advisors
Florida
$3K – – –
TCM
419
Tradewinds Capital Management
Washington
$2K – – –
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.64K +40 New
CAW
421
Cornerstone Advisors (Washington)
Washington
$2K +$2.05K +50 New
FAM
422
Formidable Asset Management
Ohio
$1K +$1.44K +35 New
RWM
423
Raffa Wealth Management
District of Columbia
$573 – – –
AL
424
AJO LP
Pennsylvania
– -$18.9M -443,640 Closed
LCM
425
LVM Capital Management
Michigan
– -$9.18M -215,875 Closed