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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
501
Simply Money Advisors
Ohio
$55K +$54K +3,172 New
PAS
502
Partnervest Advisory Services
California
$49K +$48.6K +2,854 New
AW
503
Alpha Windward
Massachusetts
$48K +$47.6K +2,798 New
FHA
504
First Horizon Advisors
Tennessee
$45K +$44.1K +2,590 New
ECM
505
ETrade Capital Management
Virginia
$42K +$41.4K +2,430 New
DAM
506
Delta Asset Management
Tennessee
$41K +$40.4K +2,370 New
MFS
507
MSI Financial Services
Massachusetts
$39K +$38.3K +2,248 New
NES
508
New England Securities
New York
$33K +$32.5K +1,906 New
PTC
509
Private Trust Company
Ohio
$30K +$29.8K +1,748 New
LIA
510
LS Investment Advisors
Michigan
$30K +$29.8K +1,752 New
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$28K +$27.7K +1,624 New
HF
512
Hoxton Financial
West Virginia
$23K +$22.2K +1,304 New
ZTNA
513
Zions Trust National Association
Utah
$21K +$20.4K +1,200 New
EFSCE
514
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$18.3K +1,074 New
Bessemer Group
515
Bessemer Group
New Jersey
$19K +$18.7K +1,100 New
MUMSS
516
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K +$18.7K +1,100 New
HR
517
Howe & Rusling
New York
$18K +$17.7K +1,038 New
Loomis, Sayles & Company
518
Loomis, Sayles & Company
Massachusetts
$17.9K +$17.6M +1,035,752 New
FANJ
519
Financial Architects (New Jersey)
New Jersey
$17K +$17K +1,000 New
CBT
520
Central Bank & Trust
Kentucky
$14.9K +$14.2K +834 New
HI
521
Hudock Inc
Pennsylvania
$14K +$13.8K +808 New
Thrivent Financial for Lutherans
522
Thrivent Financial for Lutherans
Minnesota
$13.2K +$13M +764,000 New
OWP
523
Obermeyer Wealth Partners
Colorado
$13K +$12.8K +750 New
MAS
524
Madden Advisory Services
Florida
$12K +$11.6K +682 New
FAM
525
Fred Alger Management
New York
$11K +$10.4K +610 New