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Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
401
Boston Private Bank & Trust
Massachusetts
$21K – – –
MFS
402
MSI Financial Services
Massachusetts
$21K – – –
CLOS
403
Compagnie Lombard Odier SCmA
Switzerland
$19K +$19.7K +350 New
LOT
404
Lombard Odier Transatlantic
Quebec, Canada
$19K +$19.7K +350 New
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
UFA
406
US Financial Advisors
Massachusetts
$17K +$17.3K +307 New
HR
407
Howe & Rusling
New York
$16K – – –
BWFA
408
Baltimore-Washington Financial Advisors
Maryland
$16K +$16.9K +300 New
NPC
409
National Planning Corporation
California
$14.9K +$15.3K +272 New
PIM
410
Parasol Investment Management
Illinois
$14K – – –
BRWA
411
B. Riley Wealth Advisors
Florida
$14K +$14.2K +252 New
FNBT
412
FineMark National Bank & Trust
Florida
$13K +$13K +230 New
DADC
413
D.A. Davidson & Co
Montana
$12K – – –
HCC
414
Hirtle Callaghan & Co
Pennsylvania
$11K – – –
MMG
415
Monetary Management Group
Missouri
$11K – – –
VanEck Associates
416
VanEck Associates
New York
$10K +$9.86K +175 New
CWM
417
Cranbrook Wealth Management
Michigan
$8K – – –
GAM
418
Gemmer Asset Management
California
$8K – – –
TCOV
419
Trust Company of Vermont
Vermont
$8K – – –
NFG
420
Next Financial Group
Texas
$7K -$7.04K -125 -49%
HIM
421
Hutchens Investment Management
New Hampshire
$7K +$7.04K +125 New
MFS
422
McNamara Financial Services
Massachusetts
$7K +$7.04K +125 New
LWM
423
LBA Wealth Management
Florida
$6K -$5.29K -94 -48%
AC
424
Alexandria Capital
Virginia
$6K +$56 +1 +1%
AA
425
Apriem Advisors
California
$6K +$56 +1 +0.9%