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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
301
Tortoise Investment Management
New York
$17K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$16K -$4.81K -168 -26%
BBHC
303
Brown Brothers Harriman & Co
New York
$15K
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$15K +$9.34K +326 +233%
GAM
305
Gemmer Asset Management
California
$14K
VIA
306
Vantage Investment Advisors
Pennsylvania
$14K
RWM
307
Raffa Wealth Management
District of Columbia
$11.6K
CAW
308
Cornerstone Advisors (Washington)
Washington
$11K
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
AIL
310
AGF Investments LLC
Ontario, Canada
$11K +$9.51K +332 New
HFM
311
Hartford Financial Management
Connecticut
$10K
QCG
312
Quadrant Capital Group
Ohio
$8K -$3.15K -110 -28%
CFA
313
Carroll Financial Associates
North Carolina
$8K
LWA
314
Lowe Wealth Advisors
Maryland
$8K
LNB
315
Ledyard National Bank
$7K
CG
316
Cutler Group
California
$7K +$2.23K +78 +48%
JIC
317
Joel Isaacson & Co
New York
$6K
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
$6K +$5.21K +182 New
IWA
319
IBEX Wealth Advisors
New Jersey
$6K +$5.73K +200 New
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.78K +132 New
OFW
321
Omnia Family Wealth
Florida
$3K +$3.09K +108 New
ACS
322
Archford Capital Strategies
Illinois
$2K -$688 -24 -21%
WCBA
323
Weaver C. Barksdale & Associates
Tennessee
$2K -$172 -6 -7%
PRS
324
Pinkerton Retirement Specialists
Idaho
$2K
SA
325
SRH Advisors
Kansas
$2K