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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
601
Thompson Davis & Co
Virginia
$34K +$8.28K +74 +32%
CFA
602
CT Financial Advisors
Pennsylvania
$33K – – –
SIG
603
Stanford Investment Group
California
$31K +$8.72K +78 +38%
AssetMark Inc
604
AssetMark Inc
California
$30K +$3.13K +28 +11%
RFA
605
Reilly Financial Advisors
California
$27K – – –
PWM
606
Perigon Wealth Management
California
$26K – – –
Winslow Capital Management
607
Winslow Capital Management
Minnesota
$24K -$335M -2,997,715 -100%
IR
608
Invictus RG
Bermuda
$20K -$10.4K -93 -34%
ADL
609
Asset Dedication LLC
California
$20K – – –
SBL
610
Sargent Bickham Lagudis
Colorado
$19K -$1.68K -15 -8%
SWA
611
Sutton Wealth Advisors
Florida
$18K – – –
QCG
612
Quadrant Capital Group
Ohio
$18K -$447 -4 -2%
EFSCE
613
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
ZB
614
Zions Bancorporation
Utah
$18K +$2.91K +26 +19%
IWMPD
615
Integrated Wealth Management (Palm Desert)
California
$16K – – –
CGT
616
Capital Guardian Trust
California
$15K – – –
CFA
617
Camarda Financial Advisors
Florida
$14K -$14.3K -128 -50%
DBT
618
Dubuque Bank & Trust
Iowa
$14K – – –
MA
619
MUFG Americas
New York
$14K – – –
BGIM
620
Brandywine Global Investment Management
Pennsylvania
$13K – – –
MCM
621
Manchester Capital Management
Vermont
$13K – – –
WP
622
WealthPLAN Partners
Nebraska
$12.3K -$3.58K -32 -22%
PCP
623
Proficio Capital Partners
Massachusetts
$12K +$1.68K +15 +15%
PHK
624
Point72 Hong Kong
Hong Kong
$11K -$112K -1,000 -91%
CCM
625
Cribstone Capital Management
Maine
$11K – – –