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Cullen/Frost Bankers
CFR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
301
SevenBridge Financial Group
Pennsylvania
$23K – – –
EWM
302
Evercore Wealth Management
New York
$20K – – –
QAM
303
QCI Asset Management
New York
$20K – – –
VFA
304
Valeo Financial Advisors
Indiana
$19K +$19.3K +200 New
WPA
305
West Paces Advisors
Georgia
$17.2K +$17.5K +182 New
MIFH
306
Migdal Insurance & Financial Holdings
Israel
$17K -$41.4K -430 -70%
MCA
307
Mercer Capital Advisers
New Jersey
$17K – – –
FCMT
308
Founders Capital Management (Texas)
Texas
$14K – – –
M
309
MOTCO
Texas
$14K – – –
SWM
310
SeaCrest Wealth Management
New York
$13K +$12.8K +133 New
VCM
311
Versant Capital Management
Arizona
$12K – – –
ANBT
312
American National Bank & Trust
Texas
$9K – – –
FPFS
313
First Personal Financial Services
North Carolina
$9K +$9.53K +99 New
PA
314
Parallel Advisors
California
$8K – – –
WCBA
315
Weaver C. Barksdale & Associates
Tennessee
$7K -$193 -2 -3%
AIM
316
Advantage Investment Management
Iowa
$7K – – –
PG
317
PEAK6 Group
Illinois
$7K +$7.51K +78 New
SWP
318
Stratos Wealth Partners
Ohio
$6K +$6.16K +64 New
GAM
319
Gemmer Asset Management
California
$5K – – –
MFBTD
320
MB Financial Bank - Trust Department
Illinois
$4K – – –
WA
321
Winfield Associates
Ohio
$4K – – –
GRP
322
Global Retirement Partners
California
$4K +$96 +1 +2%
RWA
323
Ropes Wealth Advisors
Massachusetts
$4K +$3.56K +37 New
THWM
324
Taylor Hoffman Wealth Management
Virginia
$4K +$3.56K +37 New
CBT
325
Capital Bank & Trust
California
$4K +$4.14K +43 New
11 12
13
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