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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
WTC
502
WhitTier Trust Company
Nevada
$18K
UFA
503
US Financial Advisors
Massachusetts
$18K +$18.1K +100 New
TWA
504
TCI Wealth Advisors
Arizona
$16K
PMFA
505
Plante Moran Financial Advisors
Michigan
$15K
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$11.6K -64 -49%
VNA
507
Valley National Advisers
Pennsylvania
$12K +$14.7K +81 New
RA
508
Rational Advisors
New York
$11K +$10.9K +60 New
ST
509
Spot Trading
Illinois
$8K -$772K -4,262 -99%
FPFS
510
First Personal Financial Services
North Carolina
$7K +$7.42K +41 New
IMS
511
Index Management Solutions
Pennsylvania
$6K -$16.1K -89 -72%
JFA
512
JNBA Financial Advisors
Minnesota
$6K
LWM
513
Lenox Wealth Management
Ohio
$5K +$36.2K +200 New
TFO
514
Tarbox Family Office
California
$4K -$905 -5 -19%
CAW
515
Cornerstone Advisors (Washington)
Washington
$4K
PI
516
PineBridge Investments
New York
$4K +$4.34K +24 New
ECM
517
Exchange Capital Management
Michigan
$3K +$2.54K +14 New
BPBT
518
Boston Private Bank & Trust
Massachusetts
$3K +$2.72K +15 New
Bessemer Group
519
Bessemer Group
New Jersey
$2K -$1.63K -9 -50%
KT
520
Kanaly Trust
Texas
$2K
MFS
521
MSI Financial Services
Massachusetts
$1K -$1.45K -8 -53%
JWA
522
JFS Wealth Advisors
Pennsylvania
$1K
TFA
523
Transamerica Financial Advisors
Florida
$1K
RC
524
RegentAtlantic Capital
New Jersey
$330 +$362 +2 New
BRWA
525
B. Riley Wealth Advisors
Florida
$182 +$178K +982 New