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Name Holding Trade Value Shares
Change
Change in
Stake
AGM
351
Alpine Global Management
New York
$26K +$27K +1,608 New
GLI
352
Guardian Life Insurance
New York
$25K – – –
WCM
353
Wealthcare Capital Management
Virginia
$24K -$77K -4,587 -75%
BC
354
Bartlett & Co
Ohio
$23K – – –
GWM
355
Gupta Wealth Management
California
$21K +$21.2K +1,263 New
IWMPD
356
Integrated Wealth Management (Palm Desert)
California
$19K – – –
WA
357
WealthTrust-Arizona
Arizona
$18K – – –
SAMC
358
Shinko Asset Management Company
Japan
$17K -$4.63K -276 -21%
EDRH
359
Edmond de Rothschild Holding
Switzerland
$16K +$16.4K +975 New
EDRS
360
Edmond de Rothschild (Suisse)
Switzerland
$16K +$16.4K +975 New
WA
361
WFG Advisors
Texas
$14K +$11.9K +708 +513%
ST
362
Smithfield Trust
Pennsylvania
$12K – – –
MFS
363
MSI Financial Services
Massachusetts
$10K -$2.06K -123 -17%
GAM
364
Gemmer Asset Management
California
$10K – – –
SSB
365
Sandy Spring Bank
Maryland
$10K +$9.92K +591 New
CGT
366
Capital Guardian Trust
California
$9K -$1.06K -63 -10%
AssetMark Inc
367
AssetMark Inc
California
$6K +$5.74K +342 New
WEC
368
Winslow Evans & Crocker
Massachusetts
$5.32K – – –
BBHC
369
Brown Brothers Harriman & Co
New York
$5K – – –
HNB
370
Huntington National Bank
Ohio
$4K -$15.7K -933 -81%
CAW
371
Cornerstone Advisors (Washington)
Washington
$4K – – –
KT
372
Kanaly Trust
Texas
$4K +$4.28K +255 New
EWM
373
Evercore Wealth Management
New York
$4K +$4.58K +273 New
SF
374
Synovus Financial
Georgia
$3K – – –
TFO
375
Tarbox Family Office
California
$3K – – –