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Name Holding Trade Value Shares
Change
Change in
Stake
HW
301
Hancock Whitney
Mississippi
$10.2K +$2.49M +123,386 +30%
Nuveen
302
Nuveen
North Carolina
$9.52K +$410K +20,300 +4%
IPC
303
Independent Portfolio Consultants
Florida
$9K
HR
304
Howe & Rusling
New York
$7K -$1.07K -53 -12%
KT
305
Kanaly Trust
Texas
$6K -$262 -13 -4%
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
CFG
307
Citizens Financial Group
Rhode Island
$6K +$2.62K +130 +89%
BBHC
308
Brown Brothers Harriman & Co
New York
$5K
CAW
309
Cornerstone Advisors (Washington)
Washington
$5K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.51K +273 New
SSB
311
Sandy Spring Bank
Maryland
$4K
PMFA
312
Plante Moran Financial Advisors
Michigan
$4K +$1.63K +81 +61%
S
313
SignatureFD
Georgia
$4K +$3.45K +171 +380%
VIA
314
Vident Investment Advisory
Georgia
$3.53K +$1.89M +93,452 +104%
WAM
315
Wealthspire Advisors (Maryland)
Maryland
$3K -$61.8K -3,063 -95%
BFEC
316
Benjamin F. Edwards & Company
Missouri
$3K
SWA
317
Sutton Wealth Advisors
Florida
$2.31K +$2.42K +120 New
NFG
318
Next Financial Group
Texas
$2K
TWA
319
TCI Wealth Advisors
Arizona
$2K
WA
320
WFG Advisors
Texas
$2K +$182 +9 +11%
QI
321
QS Investors
New York
$1K -$7.61M -376,970 -100%
GAM
322
Gemmer Asset Management
California
$1K -$989 -49 -34%
Lazard Asset Management
323
Lazard Asset Management
New York
$1K
TFO
324
Tarbox Family Office
California
$1K
FCCM
325
First City Capital Management
Georgia
$790