Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
301
Commonwealth Bank of Australia
Australia
$75K -$14.8K -100 -17%
DADC
302
D.A. Davidson & Co
Montana
$75K – – –
BPBT
303
Boston Private Bank & Trust
Massachusetts
$68K +$22.2K +150 +50%
WCM
304
Wealthcare Capital Management
Virginia
$56K +$54.8K +370 New
IWMPD
305
Integrated Wealth Management (Palm Desert)
California
$47K +$46.2K +312 New
EWM
306
Evercore Wealth Management
New York
$45K – – –
SAMC
307
Shinko Asset Management Company
Japan
$37K -$10.9K -74 -23%
BL
308
Balentine LLC
Georgia
$35K +$34.8K +235 New
RIA
309
Regal Investment Advisors
Michigan
$34K +$296 +2 +0.9%
CCA
310
Catalyst Capital Advisors
New York
$30K – – –
IMS
311
Index Management Solutions
Pennsylvania
$25K +$24.1K +163 New
HNB
312
Huntington National Bank
Ohio
$23K -$5.92K -40 -21%
First Manhattan
313
First Manhattan
New York
$15K – – –
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$14K -$150K -1,011 -92%
MA
315
MUFG Americas
New York
$9K -$431K -2,910 -98%
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$8K +$7.4K +50 New
SIA
317
Stancorp Investment Advisers
Oregon
$7K – – –
NFG
318
Next Financial Group
Texas
$6K – – –
TI
319
Turner Investments
Pennsylvania
$5K -$255K -1,723 -98%
WA
320
WealthTrust-Arizona
Arizona
$5K -$2.22K -15 -33%
DBT
321
Dubuque Bank & Trust
Iowa
$5K – – –
ZB
322
Zions Bancorporation
Utah
$4K +$3.7K +25 New
CIM
323
Cambria Investment Management
California
$2K +$1.78K +12 New
CAW
324
Cornerstone Advisors (Washington)
Washington
$1K – – –
EFSCE
325
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –