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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
226
FAS Wealth Partners
Kansas
$220K +$207K +6,364 New
PCP
227
Proficio Capital Partners
Massachusetts
$216K +$13.1K +403 +7%
Fayez Sarofim & Co
228
Fayez Sarofim & Co
Texas
$208K
TMC
229
Trellus Management Company
Florida
$208K
PA
230
Pinnacle Associates
New York
$202K +$189K +5,833 New
CTC
231
Central Trust Company
Missouri
$189K
AG
232
Advisor Group
Arizona
$185K -$6.85K -211 -4%
DADC
233
D.A. Davidson & Co
Montana
$171K +$9.9K +305 +7%
CWM
234
Cedar Wealth Management
California
$162K +$152K +4,670 New
ACM
235
Americafirst Capital Management
California
$158K +$149K +4,575 New
MA
236
MCF Advisors
Kentucky
$108K +$101K +3,116 New
WT
237
Whittier Trust
California
$96K
MFS
238
MSI Financial Services
Massachusetts
$91K +$3.15K +97 +4%
TFO
239
Tarbox Family Office
California
$87K
NEAM
240
New England Asset Management
Connecticut
$87K +$81.2K +2,500 New
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$85K -$3.7K -114 -4%
FHA
242
First Horizon Advisors
Tennessee
$79K
First Manhattan
243
First Manhattan
New York
$79K
CM
244
CoreCommodity Management
Connecticut
$61K
PSC
245
Prentiss Smith & Co
Vermont
$54K
SAM
246
Solaris Asset Management
New York
$52K -$11.7K -360 -19%
FNBT
247
FineMark National Bank & Trust
Florida
$50K
IA
248
IFP Advisors
Florida
$49K -$13.3K -409 -23%
PR
249
Payden & Rygel
California
$45K
RFS
250
Rockefeller Financial Services
New York
$45K