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Name Holding Trade Value Shares
Change
Change in
Stake
IPC
451
Independent Portfolio Consultants
Florida
$12K – – –
DBT
452
Dubuque Bank & Trust
Iowa
$11K – – –
EWM
453
Evercore Wealth Management
New York
$11K – – –
First Manhattan
454
First Manhattan
New York
$11K – – –
IR
455
Invictus RG
Bermuda
$11K +$10.5K +488 New
HIIFS
456
Harel Insurance Investments & Financial Services
Israel
$10K – – –
MWM
457
MinichMacGregor Wealth Management
New York
$10K +$9.61K +448 New
TCM
458
Tradewinds Capital Management
Washington
$9K – – –
VNA
459
Valley National Advisers
Pennsylvania
$9K – – –
CAW
460
Cornerstone Advisors (Washington)
Washington
$9K +$5.06K +236 +131%
MBT
461
Monroe Bank & Trust
Michigan
$9K +$9.01K +420 New
AF
462
Allworth Financial
California
$8K – – –
TFO
463
Tarbox Family Office
California
$7K – – –
BGIM
464
Brandywine Global Investment Management
Pennsylvania
$6K +$343 +16 +7%
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
MFW
466
Mosaic Family Wealth
Missouri
$5K – – –
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$6.87K -320 -63%
WEC
468
Winslow Evans & Crocker
Massachusetts
$3.59K – – –
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$3K -$8.32K -388 -73%
VCM
470
Versant Capital Management
Arizona
$3K -$1.29K -60 -26%
HIM
471
Hillsdale Investment Management
Ontario, Canada
$3K +$429 +20 +17%
SWA
472
Sutton Wealth Advisors
Florida
$2.07K +$1.97K +92 New
TSU
473
TD Securities (USA)
New York
$2K – – –
PCP
474
Proficio Capital Partners
Massachusetts
$1K -$5.15K -240 -83%
ZB
475
Zions Bancorporation
Utah
$1K -$858 -40 -42%