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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
401
Enterprise Financial Services Corp (EFSC)
Missouri
$104K – – –
PFBT
402
Parkside Financial Bank & Trust
Missouri
$89K +$2.56K +24 +3%
BCI
403
Brinker Capital Investments
Pennsylvania
$87K – – –
PK
404
Pflug Koory
Nebraska
$86K -$10.7K -100 -12%
CG
405
Cutler Group
California
$82K -$957K -8,962 -93%
First Manhattan
406
First Manhattan
New York
$82K – – –
TC
407
Truvestments Capital
Florida
$76K +$68.9K +645 New
QCG
408
Quadrant Capital Group
Ohio
$67K +$56.5K +529 +945%
APA
409
American Portfolios Advisors
New York
$59.6K -$854 -8 -2%
TFS
410
TrustCore Financial Services
Tennessee
$54K +$48.7K +456 New
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$50K +$19K +178 +73%
NL
412
NVWM LLC
Pennsylvania
$47K – – –
Bessemer Group
413
Bessemer Group
New Jersey
$47K +$33.7K +316 +385%
VCM
414
Versant Capital Management
Arizona
$46K – – –
PA
415
Parallel Advisors
California
$45K +$23.6K +221 +139%
OAM
416
Oppenheimer Asset Management
New York
$44K – – –
Rockefeller Capital Management
417
Rockefeller Capital Management
New York
$41K +$36.5K +342 New
GLI
418
Guardian Life Insurance
New York
$40K – – –
WAM
419
Wealthspire Advisors (Maryland)
Maryland
$38K -$747 -7 -2%
CFA
420
Carroll Financial Associates
North Carolina
$35K – – –
CAM
421
Cresset Asset Management
Illinois
$34K +$23.5K +220 +310%
GWS
422
Glassman Wealth Services
Virginia
$32K +$1.17K +11 +4%
LHC
423
Little House Capital
Massachusetts
$29K +$26.6K +249 New
PMFA
424
Plante Moran Financial Advisors
Michigan
$27K – – –
TCOV
425
Trust Company of Vermont
Vermont
$26K -$5.02K -47 -18%