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Globe Life
GL

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
401
Gemmer Asset Management
California
$16K – – –
JIC
402
Joel Isaacson & Co
New York
$15K – – –
PA
403
Parallel Advisors
California
$15K +$13.8K +201 New
FPFS
404
First Personal Financial Services
North Carolina
$14K +$12.8K +187 New
VCM
405
Versant Capital Management
Arizona
$13K +$2.81K +41 +28%
IA
406
IFP Advisors
Florida
$10K -$9.94K -145 -52%
WPA
407
West Paces Advisors
Georgia
$9.37K +$8.71K +127 New
BWM
408
Baystate Wealth Management
Massachusetts
$9K +$8.29K +121 New
CHP
409
Cable Hill Partners
Oregon
$8K – – –
IWM
410
IHT Wealth Management
Illinois
$8K +$7.06K +103 New
BBHC
411
Brown Brothers Harriman & Co
New York
$7K +$6.17K +90 New
SSB
412
Sandy Spring Bank
Maryland
$6K – – –
AIM
413
Arcadia Investment Management
Michigan
$5K – – –
CAW
414
Cornerstone Advisors (Washington)
Washington
$5K – – –
QCG
415
Quadrant Capital Group
Ohio
$5K – – –
EF
416
Empirical Finance
Pennsylvania
$5K +$3.98K +58 New
TWA
417
TCI Wealth Advisors
Arizona
$4K – – –
CG
418
Cutler Group
California
$3K -$76.4K -1,115 -96%
HR
419
Howe & Rusling
New York
$3K +$343 +5 +14%
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
JFGIW
421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
KT
422
Kanaly Trust
Texas
$2K – – –
PFBT
423
Parkside Financial Bank & Trust
Missouri
$2K +$891 +13 +100%
OFW
424
Omnia Family Wealth
Florida
$2K +$1.51K +22 New
GRP
425
Global Retirement Partners
California
$2K +$2.06K +30 New
15 16
17
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