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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Advantage Investment Management
Iowa
$14K – – –
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$13K -$8.5K -94 -38%
GAM
303
Gemmer Asset Management
California
$13K – – –
IWM
304
IHT Wealth Management
Illinois
$13K +$13.3K +147 New
WCBA
305
Weaver C. Barksdale & Associates
Tennessee
$12K +$1.63K +18 +16%
ZB
306
Zions Bancorporation
Utah
$11K -$4.52K -50 -29%
VCM
307
Versant Capital Management
Arizona
$9K -$1.99K -22 -17%
KT
308
Kanaly Trust
Texas
$9K – – –
CAW
309
Cornerstone Advisors (Washington)
Washington
$8K – – –
FHA
310
First Horizon Advisors
Tennessee
$8K – – –
CHC
311
City Holding Co
West Virginia
$6K – – –
EFSCE
312
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
GWM
313
Geneos Wealth Management
Colorado
$6K – – –
EWM
314
Evercore Wealth Management
New York
$5K – – –
FAN
315
Financial Advisors Network
California
$4.06K +$3.98K +44 New
EARNEST Partners
316
EARNEST Partners
Georgia
$4K +$3.53K +39 New
PA
317
Parallel Advisors
California
$4K +$3.53K +39 New
CFD
318
Creative Financial Designs
Indiana
$4K +$3.62K +40 New
SFS
319
Sowell Financial Services
Arkansas
$4K +$3.62K +40 New
ACM
320
Armbruster Capital Management
New York
$4K +$3.8K +42 New
TCA
321
Tortoise Capital Advisors
Kansas
$3K – – –
ACS
322
Archford Capital Strategies
Illinois
$2K – – –
FNBT
323
FineMark National Bank & Trust
Florida
$2K – – –
TFO
324
Tarbox Family Office
California
$2K – – –
TWA
325
TCI Wealth Advisors
Arizona
$2K – – –