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Name Holding Trade Value Shares
Change
Change in
Stake
NC
701
NewSquare Capital
Pennsylvania
$21K -$1.78K -74 -8%
RWM
702
Raffa Wealth Management
District of Columbia
$19.4K – – –
RWG
703
Regal Wealth Group
California
$19K – – –
VIA
704
Vantage Investment Advisors
Pennsylvania
$19K +$1.13K +47 +6%
ZB
705
Zions Bancorporation
Utah
$18K -$2.58K -107 -13%
BAM
706
Barrett Asset Management
New York
$18K – – –
MA
707
MCF Advisors
Kentucky
$18K – – –
SBL
708
Sargent Bickham Lagudis
Colorado
$16K -$10.7K -445 -39%
NCM
709
Nelson Capital Management
California
$16K -$2.41K -100 -13%
GAM
710
Gemmer Asset Management
California
$15K – – –
RFA
711
Reilly Financial Advisors
California
$15K – – –
ATC
712
Adirondack Trust Company
New York
$15K +$2.82K +117 +22%
DSC
713
Duncker Streett & Co
Missouri
$14K – – –
BCM
714
Blume Capital Management
California
$13K – – –
FPFS
715
First Personal Financial Services
North Carolina
$13K +$13.8K +574 New
WI
716
Wintrust Investments
Illinois
$12K +$321K +13,310 New
EFSCE
717
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$724 -30 -6%
EWM
718
Endurance Wealth Management
Rhode Island
$11K – – –
TDC
719
Thompson Davis & Co
Virginia
$11K – – –
PFBT
720
Parkside Financial Bank & Trust
Missouri
$11K +$1.21K +50 +11%
DPA
721
Delphi Private Advisors
California
$11K +$2K +83 +22%
PWM
722
Perigon Wealth Management
California
$11K +$11.6K +481 New
PFSC
723
Peoples Financial Services Corp
Pennsylvania
$10K – – –
MFW
724
Mosaic Family Wealth
Missouri
$9K -$47.8K -1,981 -84%
Loomis, Sayles & Company
725
Loomis, Sayles & Company
Massachusetts
$9K -$3.96K -164 -30%