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Name Holding Trade Value Shares
Change
Change in
Stake
NYLT
451
New York Life Trust
New York
$17K
FMP
452
Financial Management Professionals
Texas
$15K
GAM
453
Gemmer Asset Management
California
$14K +$849 +140 +6%
S
454
SignatureFD
Georgia
$11K
TFA
455
Transamerica Financial Advisors
Florida
$11K +$10.2K +1,680 New
AWM
456
AllSquare Wealth Management
New York
$10K
CFA
457
Carroll Financial Associates
North Carolina
$10K
PI
458
PineBridge Investments
New York
$10K
WRM
459
Westport Resources Management
Connecticut
$10K
BAM
460
Brave Asset Management
New Jersey
$8K
FWM
461
Focused Wealth Management
New York
$8K
GI
462
Gradient Investments
Minnesota
$8K
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$1.7K +280 +24%
TIM
464
Tortoise Investment Management
New York
$8K +$7.64K +1,260 New
WAS
465
Winch Advisory Services
Wisconsin
$8K +$8.07K +1,330 New
PO
466
Private Ocean
California
$8K +$8.49K +1,400 New
Bessemer Group
467
Bessemer Group
New Jersey
$7K +$6.79K +1,120 New
WEC
468
Winslow Evans & Crocker
Massachusetts
$6.25K
SFU
469
Stonehage Fleming (UK)
United Kingdom
$6K
RA
470
Rational Advisors
New York
$5K -$3.4K -560 -40%
HF
471
Hoxton Financial
West Virginia
$5K
ATC
472
Adirondack Trust Company
New York
$4K
CAW
473
Cornerstone Advisors (Washington)
Washington
$4K
FAM
474
Fortaleza Asset Management
Illinois
$4K
WA
475
Winfield Associates
Ohio
$4K