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Pricesmart

Name Holding Trade Value Shares
Change
Change in
Stake
Central Trust Company
151
Central Trust Company
Missouri
$47K – – –
AIM
152
Acrospire Investment Management
Illinois
$47K +$43.4K +500 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$31K -$348 -4 -1%
Creative Planning
154
Creative Planning
Kansas
$27K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
155
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
FineMark National Bank & Trust
156
FineMark National Bank & Trust
Florida
$23K -$13.9K -160 -39%
Ladenburg Thalmann Financial Services
157
Ladenburg Thalmann Financial Services
Florida
$22K – – –
Glenmede Trust
158
Glenmede Trust
Pennsylvania
$21K -$6.52K -75 -25%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$19K – – –
Wealthspire Advisors (Maryland)
160
Wealthspire Advisors (Maryland)
Maryland
$17K – – –
CFA
161
Carroll Financial Associates
North Carolina
$14K – – –
MSI Financial Services
162
MSI Financial Services
Massachusetts
$13K +$1.13K +13 +10%
Penserra Capital Management
163
Penserra Capital Management
California
$11K +$3.48K +40 +50%
PG
164
Patten Group
Tennessee
$10.5K – – –
Advisory Services Network
165
Advisory Services Network
Georgia
$10K +$3.13K +36 +48%
1832 Asset Management
166
1832 Asset Management
Ontario, Canada
$10K +$9.3K +107 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$9K -$6.69K -77 -44%
JP Morgan Chase
168
JP Morgan Chase
New York
$7K +$3.21K +37 +103%
TCOV
169
Trust Company of Vermont
Vermont
$7K +$6.08K +70 New
ACS
170
Archford Capital Strategies
Illinois
$6K +$5.56K +64 New
AssetMark Inc
171
AssetMark Inc
California
$5K – – –
VCM
172
Versant Capital Management
Arizona
$5K – – –
FMP
173
Financial Management Professionals
Texas
$5K +$5.3K +61 New
WOC
174
West Oak Capital
California
$3.27K – – –
RFA
175
Reilly Financial Advisors
California
$3K -$31.3K -360 -91%