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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$13K +$18 +2 +0.2%
MCIM
227
Meadow Creek Investment Management
Georgia
$13K +$10.8K +1,200 New
NFG
228
Next Financial Group
Texas
$12K
Bessemer Group
229
Bessemer Group
New Jersey
$12K +$10.7K +1,185 New
TCOV
230
Trust Company of Vermont
Vermont
$11K +$6.32K +700 +187%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$11K +$9.48K +1,050 New
RFA
232
Reilly Financial Advisors
California
$10K
LJHT
233
Laurie J. Hall Trustee
$9K +$7.13K +790 New
BBHC
234
Brown Brothers Harriman & Co
New York
$7K
PCP
235
Proficio Capital Partners
Massachusetts
$6K +$5.04K +558 New
TWA
236
TCI Wealth Advisors
Arizona
$6K +$5.42K +600 New
KT
237
Kanaly Trust
Texas
$5K
WA
238
WFG Advisors
Texas
$5K +$3.67K +407 +754%
PCM
239
Prelude Capital Management
New York
$4K -$1.81K -200 -33%
CAW
240
Cornerstone Advisors (Washington)
Washington
$4K
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
GAM
242
Gemmer Asset Management
California
$3K
JIC
243
Joel Isaacson & Co
New York
$3K
LWM
244
Lenox Wealth Management
Ohio
$3K
ZB
245
Zions Bancorporation
Utah
$3K +$668 +74 +36%
IWM
246
IHT Wealth Management
Illinois
$3K +$2.41K +267 New
EWM
247
Evercore Wealth Management
New York
$3K +$2.6K +288 New
WEC
248
Winslow Evans & Crocker
Massachusetts
$2.88K
BFEC
249
Benjamin F. Edwards & Company
Missouri
$2K
LIA
250
LS Investment Advisors
Michigan
$2K