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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$82K -$1.25K -20 -1%
Creative Planning
127
Creative Planning
Kansas
$72K +$79.9K +1,279 New
EDRAMF
128
Edmond de Rothschild Asset Management (France)
France
$71K +$78.9K +1,264 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$39K
GWM
130
Gupta Wealth Management
California
$25K
ZB
131
Zions Bancorporation
Utah
$20K +$20.4K +327 New
MSFP
132
Mark Sheptoff Financial Planning
Connecticut
$17K -$65.6K -1,050 -78%
MFS
133
MSI Financial Services
Massachusetts
$17K +$6.24K +100 +49%
WEC
134
Winslow Evans & Crocker
Massachusetts
$17K
FIB
135
First Interstate Bank
Montana
$16K +$18.2K +291 New
AIG
136
American International Group
New York
$15K -$6.24K -100 -27%
SFU
137
Stonehage Fleming (UK)
United Kingdom
$14K
TCM
138
Tanaka Capital Management
New York
$14K
GT
139
Glenmede Trust
Pennsylvania
$11K -$96.9K -1,552 -88%
EWM
140
Endurance Wealth Management
Rhode Island
$11K
WT
141
Whittier Trust
California
$11K
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$10K -$10.9K -174 -51%
CLOS
143
Compagnie Lombard Odier SCmA
Switzerland
$10K +$5.18K +83 +83%
CHP
144
Cable Hill Partners
Oregon
$7K -$26.5K -424 -81%
BCM
145
Brookstone Capital Management
Illinois
$7K
P
146
Palladiem
Pennsylvania
$5K
RFA
147
Reilly Financial Advisors
California
$5K
ASN
148
Advisory Services Network
Georgia
$4K -$1.81K -29 -32%
EFSCE
149
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$749 +12 +19%
DAM
150
Delta Asset Management
Tennessee
$4K +$4.56K +73 New