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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
Manchester Capital Management
Vermont
$150K +$55.4K +1,097 +53%
SG Americas Securities
127
SG Americas Securities
New York
$134K
JWA
128
JFS Wealth Advisors
Pennsylvania
$132K
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$105K +$5.16K +102 +5%
FHA
130
First Horizon Advisors
Tennessee
$99K +$8.34K +165 +8%
MFS
131
MSI Financial Services
Massachusetts
$72K +$53.8K +1,065 +228%
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$71K +$3.08K +61 +4%
ECM
133
Estabrook Capital Management
New York
$33.1K
WEC
134
Winslow Evans & Crocker
Massachusetts
$31.6K +$51 +1 +0.1%
EFSCE
135
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
Creative Planning
136
Creative Planning
Kansas
$28K +$11K +217 +57%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$28K +$11.2K +221 +58%
LIA
138
LS Investment Advisors
Michigan
$27K -$3.34K -66 -10%
EWM
139
Evercore Wealth Management
New York
$26K +$7.43K +147 +37%
ZTNA
140
Zions Trust National Association
Utah
$26K +$27.3K +540 New
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$24K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$22K +$20.2K +400 +667%
TDC
143
Thompson Davis & Co
Virginia
$22K +$23.8K +471 New
HR
144
Howe & Rusling
New York
$19K
BPBT
145
Boston Private Bank & Trust
Massachusetts
$17K
PSI
146
Pinnacle Summer Investments
Virginia
$17K +$15.6K +309 +672%
NFG
147
Next Financial Group
Texas
$16K
IRS
148
Invictus RG (Singapore)
Singapore
$16K +$16.7K +331 New
EWM
149
Elite Wealth Management
Washington
$14K
PTC
150
Private Trust Company
Ohio
$11K