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Cullen/Frost Bankers
CFR

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
301
Squar Milner Financial Services
California
$31K +$3.11K +32 +10%
JA
302
JOYN Advisors
Georgia
$29K +$31K +319 +1,994%
CA
303
Claro Advisors
Massachusetts
$24K +$22.7K +233 New
BFEC
304
Benjamin F. Edwards & Company
Missouri
$22K +$24K +247 New
SFG
305
SevenBridge Financial Group
Pennsylvania
$21K – – –
QAM
306
QCI Asset Management
New York
$19K – – –
VFA
307
Valeo Financial Advisors
Indiana
$18K – – –
WT
308
Whittier Trust
California
$18K – – –
BTNA
309
Bremer Trust National Association
Minnesota
$18K +$19.5K +200 New
PRC
310
Pearl River Capital
Michigan
$18K +$19.5K +200 New
MCA
311
Mercer Capital Advisers
New Jersey
$15K – – –
AIM
312
Arcadia Investment Management
Michigan
$13K -$58.4K -600 -80%
SWM
313
SeaCrest Wealth Management
New York
$12K – – –
MCM
314
Manchester Capital Management
Vermont
$11K – – –
CFGS
315
Concourse Financial Group Securities
Alabama
$10K +$2.24K +23 +25%
POIA
316
Pin Oak Investment Advisors
Texas
$10K +$10.7K +110 New
VCM
317
Versant Capital Management
Arizona
$9K – – –
CFA
318
Carroll Financial Associates
North Carolina
$9K +$9.73K +100 New
FPFS
319
First Personal Financial Services
North Carolina
$8K – – –
WTC
320
WhitTier Trust Company
Nevada
$8K +$8.56K +88 New
WPW
321
Winthrop Partners - WNY
New York
$7.39K -$30.4K -312 -79%
AIM
322
Advantage Investment Management
Iowa
$7K – – –
PA
323
Parallel Advisors
California
$7K – – –
OAM
324
Oppenheimer Asset Management
New York
$7K +$8.27K +85 New
PCM
325
Prelude Capital Management
New York
$6K – – –
11 12
13
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