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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
301
MSI Financial Services
Massachusetts
$15K -$4K -198 -20%
KPCM
302
Kings Point Capital Management
New York
$15K – – –
ASN
303
Advisory Services Network
Georgia
$15K +$13.1K +650 +528%
SAM
304
Shamrock Asset Management
Texas
$14K -$11.4K -563 -44%
WT
305
Whittier Trust
California
$14K -$1.59K -79 -10%
IPC
306
Independent Portfolio Consultants
Florida
$9K – – –
HR
307
Howe & Rusling
New York
$7K -$1.07K -53 -12%
KT
308
Kanaly Trust
Texas
$6K -$262 -13 -4%
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
CFG
310
Citizens Financial Group
Rhode Island
$6K +$2.62K +130 +89%
BBHC
311
Brown Brothers Harriman & Co
New York
$5K – – –
CAW
312
Cornerstone Advisors (Washington)
Washington
$5K – – –
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.51K +273 New
SSB
314
Sandy Spring Bank
Maryland
$4K – – –
PMFA
315
Plante Moran Financial Advisors
Michigan
$4K +$1.63K +81 +61%
S
316
SignatureFD
Georgia
$4K +$3.45K +171 +380%
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$3K -$61.8K -3,063 -95%
BFEC
318
Benjamin F. Edwards & Company
Missouri
$3K – – –
SWA
319
Sutton Wealth Advisors
Florida
$2.31K +$2.42K +120 New
NFG
320
Next Financial Group
Texas
$2K – – –
TWA
321
TCI Wealth Advisors
Arizona
$2K – – –
WA
322
WFG Advisors
Texas
$2K +$182 +9 +11%
QI
323
QS Investors
New York
$1K -$7.61M -376,970 -100%
GAM
324
Gemmer Asset Management
California
$1K -$989 -49 -34%
Lazard Asset Management
325
Lazard Asset Management
New York
$1K – – –