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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
501
FinTrust Capital Advisors
South Carolina
$3K +$2.48K +87 New
1NWS
502
1 North Wealth Services
Maryland
$3K +$2.91K +102 New
IIM
503
Ipswich Investment Management
Massachusetts
$3K +$2.99K +105 New
SFSIG
504
San Francisco Sentry Investment Group
California
$3K +$3.16K +111 New
MOS
505
MGO One Seven
Ohio
$3K +$3.42K +120 New
ED
506
Exane Derivatives
France
$2.28K
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$2K -$16.7K -585 -87%
PCG
508
Private Capital Group
Connecticut
$2K -$8.12K -285 -77%
FRA
509
Front Row Advisors
California
$2K
Lazard Asset Management
510
Lazard Asset Management
New York
$2K
LWM
511
Lenox Wealth Management
Ohio
$2K
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
MFT
513
Moisand Fitzgerald Tamayo
Florida
$2K
VNA
514
Valley National Advisers
Pennsylvania
$2K
WT
515
Whittier Trust
California
$2K
LC
516
Lavaca Capital
Texas
$2K +$2.48K +87 New
FTI
517
Fiduciary Trust International
Massachusetts
$2K +$2.56K +90 New
RWM
518
Raffa Wealth Management
District of Columbia
$1.22K
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
CFA
520
Clarfeld Financial Advisors
New York
$1K +$598 +21 New
WTB
521
Washington Trust Bank
Washington
$1K +$1.11K +39 New
SWA
522
Sutton Wealth Advisors
Florida
$816
GT
523
Glenmede Trust
Pennsylvania
$727 +$764K +26,808 New
SCM
524
Segantii Capital Management
Hong Kong
-$19.3M -675,000 Closed
ACM
525
Advisors Capital Management
New Jersey
-$12.8M -447,045 Closed