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Name Holding Trade Value Shares
Change
Change in
Stake
EDRE
401
Edmond de Rothschild (Europe)
Luxembourg
$4K
LFR
402
Lehman Financial Resources
Pennsylvania
$4K
TDC
403
Thompson Davis & Co
Virginia
$4K
AssetMark Inc
404
AssetMark Inc
California
$4K +$354 +9 +8%
CHC
405
City Holding Co
West Virginia
$3K
EFSCE
406
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
QAM
407
QCI Asset Management
New York
$3K
AAC
408
Asset Advisors Corp
Georgia
$3K +$3.26K +83 New
M
409
MOTCO
Texas
$3K +$3.38K +86 New
TCA
410
Tortoise Capital Advisors
Kansas
$2K -$511 -13 -16%
CGT
411
Capital Guardian Trust
California
$2K
KT
412
Kanaly Trust
Texas
$2K
RA
413
Rational Advisors
New York
$2K
ST
414
Smithfield Trust
Pennsylvania
$2K
SF
415
Synovus Financial
Georgia
$2K
VIA
416
Vantage Investment Advisors
Pennsylvania
$2K
TWA
417
TCI Wealth Advisors
Arizona
$2K +$236 +6 +14%
CAW
418
Cornerstone Advisors (Washington)
Washington
$2K +$1.77K +45 New
NMIS
419
Northwestern Mutual Investment Services
Wisconsin
$2K +$1.77K +45 New
BL
420
Balentine LLC
Georgia
$2K +$1.81K +46 New
LWA
421
Lenox Wealth Advisors
New York
$2K +$2.16K +55 New
ZB
422
Zions Bancorporation
Utah
$2K +$2.16K +55 New
PFBT
423
Parkside Financial Bank & Trust
Missouri
$2K +$2.63K +67 New
PMFA
424
Plante Moran Financial Advisors
Michigan
$1K -$982 -25 -58%
TFO
425
Tarbox Family Office
California
$1K -$746 -19 -39%