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Name Holding Trade Value Shares
Change
Change in
Stake
GI
651
Gradient Investments
Minnesota
$21K
LWM
652
Liberty Wealth Management
California
$21K +$1.19K +5 +7%
PFBT
653
Parkside Financial Bank & Trust
Missouri
$21K +$17.1K +72 +655%
BWM
654
Birchcreek Wealth Management
Ohio
$21K +$19.7K +83 New
BWM
655
BerganKDV Wealth Management
Minnesota
$20K
MAM
656
Meeder Asset Management
Ohio
$19K -$261K -1,100 -94%
WT
657
Whittier Trust
California
$19K
ZB
658
Zions Bancorporation
Utah
$19K
WT
659
Washington Trust
Rhode Island
$18K
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.3K +$14.3K +60 New
PFPT
661
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K
GWS
662
Glassman Wealth Services
Virginia
$15K +$3.33K +14 +30%
RWM
663
Raffa Wealth Management
District of Columbia
$14.5K -$4.04K -17 -23%
EARNEST Partners
664
EARNEST Partners
Georgia
$14K
SBL
665
Sargent Bickham Lagudis
Colorado
$14K
LWCFA
666
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$3.8K +16 +40%
PAI
667
Pittenger & Anderson Inc
Nebraska
$14K +$9.51K +40 +250%
TCM
668
Tradewinds Capital Management
Washington
$14K +$13.3K +56 New
EW
669
Evoke Wealth
California
$13K
Lazard Asset Management
670
Lazard Asset Management
New York
$13K +$4.04K +17 +46%
RCA
671
Ranch Capital Advisors
Florida
$13K +$13.1K +55 New
SIS
672
Sound Income Strategies
Florida
$11K
EFSCE
673
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$3.33K +14 +42%
CLOS
674
Compagnie Lombard Odier SCmA
Switzerland
$11K +$10.7K +45 New
JAM
675
JCIC Asset Management
Ontario, Canada
$10K