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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
601
North Star Investment Management
Illinois
$15K
VCM
602
Versant Capital Management
Arizona
$15K
MFW
603
Mosaic Family Wealth
Missouri
$15K +$18 +1 +0.1%
TIM
604
Tortoise Investment Management
New York
$14K
CFG
605
Citizens Financial Group
Rhode Island
$12K -$110K -5,996 -90%
SSA
606
South Street Advisors
New York
$11.3K +$527K +28,770 +5%
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
WPA
608
West Paces Advisors
Georgia
$10.7K
TRCT
609
Tower Research Capital (TRC)
New York
$10K -$1.11M -60,728 -99%
ATC
610
Adirondack Trust Company
New York
$10K
PCTC
611
Perkins Coie Trust Company
Washington
$10K
PRS
612
Pinkerton Retirement Specialists
Idaho
$9K -$531 -29 -5%
CFN
613
Cordasco Financial Network
Florida
$9K
PFBT
614
Parkside Financial Bank & Trust
Missouri
$9K +$92 +5 +1%
Carson Wealth (CWM LLC)
615
Carson Wealth (CWM LLC)
Nebraska
$8K -$7.43K -406 -48%
Twin Tree Management
616
Twin Tree Management
Texas
$7K -$86.6K -4,731 -93%
FIB
617
First Interstate Bank
Montana
$7K -$47.7K -2,605 -87%
MWM
618
MinichMacGregor Wealth Management
New York
$7K
JCM
619
Jacobi Capital Management
Pennsylvania
$7K +$4.17K +228 +114%
ZB
620
Zions Bancorporation
Utah
$6K -$16.7K -915 -72%
FPFS
621
First Personal Financial Services
North Carolina
$6K
SSB
622
Sandy Spring Bank
Maryland
$6K
GWS
623
Glassman Wealth Services
Virginia
$6K +$3.48K +190 +153%
ACS
624
Archford Capital Strategies
Illinois
$5K
NC
625
NewSquare Capital
Pennsylvania
$5K +$5.49K +300 New