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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1001
Focused Wealth Management
New York
$23K – – –
GAM
1002
Gemmer Asset Management
California
$23K – – –
PMFA
1003
Plante Moran Financial Advisors
Michigan
$23K – – –
ANBT
1004
American National Bank & Trust
Texas
$23K +$683 +17 +3%
EFSCE
1005
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$1K +25 +5%
EF
1006
Empirical Finance
Pennsylvania
$23K +$22.5K +559 New
KF
1007
Krilogy Financial
Missouri
$21K – – –
QAM
1008
QCI Asset Management
New York
$21K – – –
WAS
1009
Winch Advisory Services
Wisconsin
$21K – – –
EARNEST Partners
1010
EARNEST Partners
Georgia
$21K +$21.5K +536 New
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$20K -$2.41K -60 -11%
BTIS
1012
BB&T Investment Services
North Carolina
$19K +$20.4K +507 New
TFO
1013
Tarbox Family Office
California
$18K – – –
JIC
1014
Joel Isaacson & Co
New York
$17K – – –
CHP
1015
Cable Hill Partners
Oregon
$16K -$683 -17 -4%
MWM
1016
MinichMacGregor Wealth Management
New York
$16K -$643 -16 -4%
Carson Wealth (CWM LLC)
1017
Carson Wealth (CWM LLC)
Nebraska
$16K -$362 -9 -2%
DSN
1018
D. Scott Neal
Kentucky
$16K – – –
PFSC
1019
Peoples Financial Services Corp
Pennsylvania
$16K – – –
SFS
1020
Sowell Financial Services
Arkansas
$15K +$14.5K +360 New
JCM
1021
Jacobi Capital Management
Pennsylvania
$14K -$2.49K -62 -15%
CWM
1022
Catamount Wealth Management
Connecticut
$14K – – –
Loomis, Sayles & Company
1023
Loomis, Sayles & Company
Massachusetts
$14K +$6.39K +159 +85%
DAM
1024
Delta Asset Management
Tennessee
$12K – – –
KTC
1025
Kistler-Tiffany Companies
Pennsylvania
$12K – – –