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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
701
Simon Quick Advisors
New Jersey
$50K +$47.9K +945 New
WAS
702
Winch Advisory Services
Wisconsin
$47K +$457 +9 +1%
GRP
703
Global Retirement Partners
California
$46K +$12.9K +254 +41%
WB
704
Webster Bank
Connecticut
$45K
M
705
MOTCO
Texas
$42K -$7.2K -142 -15%
EFSCE
706
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$4.06K -80 -9%
SAM
707
Shamrock Asset Management
Texas
$42K
BRC
708
Bell Rock Capital
Delaware
$42K +$25.8K +509 +175%
CFG
709
Citizens Financial Group
Rhode Island
$41K -$17.3K -341 -30%
H
710
Hexavest
Quebec, Canada
$41K
BIG
711
Bellwether Investment Group
Tennessee
$40K +$17.2K +340 +82%
SWA
712
Sutton Wealth Advisors
Florida
$38.8K
EWM
713
Endurance Wealth Management
Rhode Island
$38K
ACS
714
Archford Capital Strategies
Illinois
$37K +$9.74K +192 +38%
AIP
715
Ameritas Investment Partners
Nebraska
$36K
FCB
716
First Command Bank
Texas
$35K
FCFS
717
First Command Financial Services
Texas
$35K
PMFA
718
Plante Moran Financial Advisors
Michigan
$35K +$2.08K +41 +6%
PG
719
Patten Group
Tennessee
$34K
HFM
720
Hartford Financial Management
Connecticut
$33K
VIA
721
Vantage Investment Advisors
Pennsylvania
$33K
1832 Asset Management
722
1832 Asset Management
Ontario, Canada
$30K -$14.6M -288,711 -100%
AIM
723
Acrospire Investment Management
Illinois
$30K -$12.2K -240 -30%
APSP
724
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K
FWM
725
Focused Wealth Management
New York
$29K -$3.75K -74 -12%