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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
451
First Manhattan
New York
$11K – – –
DBT
452
Dubuque Bank & Trust
Iowa
$11K +$10.7K +472 New
EWM
453
Evercore Wealth Management
New York
$11K +$10.8K +476 New
OFS
454
Orrstown Financial Services
Pennsylvania
$10K – – –
TCM
455
Tradewinds Capital Management
Washington
$10K +$91 +4 +1%
PSI
456
Pinnacle Summer Investments
Virginia
$9K -$107K -4,712 -92%
VNA
457
Valley National Advisers
Pennsylvania
$9K – – –
AF
458
Allworth Financial
California
$8K – – –
TFO
459
Tarbox Family Office
California
$7K – – –
PCP
460
Proficio Capital Partners
Massachusetts
$7K +$6.56K +288 New
BGIM
461
Brandywine Global Investment Management
Pennsylvania
$5K – – –
EFSCE
462
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
MFW
463
Mosaic Family Wealth
Missouri
$5K +$5.1K +224 New
VCM
464
Versant Capital Management
Arizona
$5K +$5.28K +232 New
CAW
465
Cornerstone Advisors (Washington)
Washington
$4K – – –
WEC
466
Winslow Evans & Crocker
Massachusetts
$3.64K +$3.64K +160 New
HIM
467
Hillsdale Investment Management
Ontario, Canada
$3K +$2.73K +120 New
TSU
468
TD Securities (USA)
New York
$2K -$2.82K -124 -61%
ZB
469
Zions Bancorporation
Utah
$2K – – –
ASN
470
Advisory Services Network
Georgia
$1K – – –
CAM
471
ClariVest Asset Management
California
$1K – – –
GWM
472
Gupta Wealth Management
California
$1K – – –
LWM
473
Lenox Wealth Management
Ohio
$1K – – –
TRCT
474
Tower Research Capital (TRC)
New York
$1K +$1.46K +64 New
Schroder Investment Management Group
475
Schroder Investment Management Group
United Kingdom
– -$13.2M -616,624 Closed