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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
401
Sargent Bickham Lagudis
Colorado
$12K – – –
AIL
402
AGF Investments LLC
Ontario, Canada
$12K +$11.6K +332 New
MA
403
MUFG Americas
New York
$11K – – –
IPC
404
Independent Portfolio Consultants
Florida
$11K +$10.5K +300 New
SIM
405
Sonora Investment Management
Arizona
$10.6K – – –
EWM
406
Endurance Wealth Management
Rhode Island
$7K – – –
RWA
407
Ropes Wealth Advisors
Massachusetts
$7K – – –
HI
408
Hudock Inc
Pennsylvania
$7K +$70 +2 +1%
GAM
409
Gemmer Asset Management
California
$7K +$735 +21 +11%
PA
410
Parallel Advisors
California
$7K +$6.96K +199 New
JFGIW
411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$7.17K -205 -56%
TFO
412
Tarbox Family Office
California
$6K – – –
PFBT
413
Parkside Financial Bank & Trust
Missouri
$6K +$805 +23 +15%
EF
414
Empirical Finance
Pennsylvania
$6K +$5.11K +146 New
OFW
415
Omnia Family Wealth
Florida
$6K +$6.4K +183 New
EWM
416
Evercore Wealth Management
New York
$5K -$24.6K -704 -84%
EARNEST Partners
417
EARNEST Partners
Georgia
$5K +$4.55K +130 New
ATC
418
Adirondack Trust Company
New York
$4K – – –
BKA
419
Brick & Kyle Associates
Pennsylvania
$4K – – –
CTC
420
Central Trust Company
Missouri
$4K – – –
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
TWA
422
TCI Wealth Advisors
Arizona
$4K – – –
NSIM
423
North Star Investment Management
Illinois
$4K +$3.5K +100 New
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.67K +105 New
WPA
425
West Paces Advisors
Georgia
$3.07K +$3.04K +87 New