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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
226
Proficio Capital Partners
Massachusetts
$216K +$13.1K +403 +7%
Fayez Sarofim & Co
227
Fayez Sarofim & Co
Texas
$208K – – –
TMC
228
Trellus Management Company
Florida
$208K – – –
PA
229
Pinnacle Associates
New York
$202K +$189K +5,833 New
CTC
230
Central Trust Company
Missouri
$189K – – –
AG
231
Advisor Group
Arizona
$185K -$6.85K -211 -4%
DADC
232
D.A. Davidson & Co
Montana
$171K +$9.9K +305 +7%
CWM
233
Cedar Wealth Management
California
$162K +$152K +4,670 New
ACM
234
Americafirst Capital Management
California
$158K +$149K +4,575 New
MA
235
MCF Advisors
Kentucky
$108K +$101K +3,116 New
WT
236
Whittier Trust
California
$96K – – –
MFS
237
MSI Financial Services
Massachusetts
$91K +$3.15K +97 +4%
TFO
238
Tarbox Family Office
California
$87K – – –
NEAM
239
New England Asset Management
Connecticut
$87K +$81.2K +2,500 New
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$85K -$3.7K -114 -4%
FHA
241
First Horizon Advisors
Tennessee
$79K – – –
First Manhattan
242
First Manhattan
New York
$79K – – –
CM
243
CoreCommodity Management
Connecticut
$61K – – –
PSC
244
Prentiss Smith & Co
Vermont
$54K – – –
SAM
245
Solaris Asset Management
New York
$52K -$11.7K -360 -19%
FNBT
246
FineMark National Bank & Trust
Florida
$50K – – –
IA
247
IFP Advisors
Florida
$49K -$13.3K -409 -23%
PR
248
Payden & Rygel
California
$45K – – –
RFS
249
Rockefeller Financial Services
New York
$45K – – –
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$44K -$10.2K -315 -20%