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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
651
Baldwin Wealth Partners
Massachusetts
$29K +$27.5K +2,800 New
DBT
652
Dubuque Bank & Trust
Iowa
$26K – – –
GWS
653
Glassman Wealth Services
Virginia
$26K – – –
GAM
654
Gemmer Asset Management
California
$25K +$98 +10 +0.4%
BAM
655
Bruderman Asset Management
New York
$23K – – –
FIB
656
First Interstate Bank
Montana
$23K +$4.91K +500 +29%
TDC
657
Thompson Davis & Co
Virginia
$20K -$187K -19,000 -90%
ZB
658
Zions Bancorporation
Utah
$20K -$9.91K -1,010 -31%
FMP
659
Financial Management Professionals
Texas
$20K -$7.46K -760 -28%
CFG
660
CKW Financial Group
Hawaii
$20K – – –
CPA
661
Cowen Prime Advisors
New York
$20K – – –
SFPIA
662
Stevens First Principles Investment Advisors
California
$20K – – –
OC
663
Oakworth Capital
Alabama
$20K +$14.7K +1,500 +357%
PFBT
664
Parkside Financial Bank & Trust
Missouri
$19K -$12.6K -1,280 -40%
EFSCE
665
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$5.99K -610 -24%
ATC
666
Adirondack Trust Company
New York
$17K – – –
CFA
667
Carroll Financial Associates
North Carolina
$17K – – –
KT
668
Kanaly Trust
Texas
$16K -$4.12K -420 -22%
HF
669
Hoxton Financial
West Virginia
$16K – – –
SIM
670
Sonora Investment Management
Arizona
$15.1K +$4.52K +460 +40%
DLHL
671
Donald L. Hagan LLC
Florida
$15K +$14.7K +1,500 New
CTC
672
Central Trust Company
Missouri
$14K -$147K -15,000 -92%
BAM
673
Brave Asset Management
New Jersey
$14K – – –
LWM
674
Lenox Wealth Management
Ohio
$14K – – –
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K – – –
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