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NAVI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$14K – – –
GWM
327
Geneos Wealth Management
Colorado
$13K – – –
GT
328
Glenmede Trust
Pennsylvania
$13K – – –
GLI
329
Guardian Life Insurance
New York
$11K -$7.14K -473 -42%
EWM
330
Evercore Wealth Management
New York
$10K – – –
GAM
331
Gemmer Asset Management
California
$10K – – –
DADC
332
D.A. Davidson & Co
Montana
$9K +$9.05K +600 New
BWP
333
Baldwin Wealth Partners
Massachusetts
$8K – – –
NSIM
334
North Star Investment Management
Illinois
$7K – – –
FPFS
335
First Personal Financial Services
North Carolina
$6K – – –
VCM
336
Versant Capital Management
Arizona
$6K – – –
QCG
337
Quadrant Capital Group
Ohio
$6K +$2.84K +188 +47%
AC
338
Alexandria Capital
Virginia
$5K – – –
PMFA
339
Plante Moran Financial Advisors
Michigan
$5K – – –
CTC
340
Central Trust Company
Missouri
$5K +$4.54K +301 New
SWA
341
Sutton Wealth Advisors
Florida
$4.98K – – –
FANJ
342
Financial Architects (New Jersey)
New Jersey
$4K +$75 +5 +2%
FC
343
Ferris Capital
Massachusetts
$4K +$3.38K +224 New
BWA
344
BDO Wealth Advisors
Florida
$4K +$3.88K +257 New
WEC
345
Winslow Evans & Crocker
Massachusetts
$3.96K -$1.12K -74 -24%
NA
346
NewEdge Advisors
Louisiana
$3.06K +$2.82K +187 New
HWP
347
Hefty Wealth Partners
Indiana
$3K – – –
TWA
348
TCI Wealth Advisors
Arizona
$3K – – –
EFSCE
349
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$800 -53 -32%
HR
350
Howe & Rusling
New York
$2K -$287 -19 -11%
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