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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
351
Thompson Davis & Co
Virginia
$20K +$19.1K +338 New
JFGIW
352
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
GWM
353
Gupta Wealth Management
California
$18K
GAM
354
Gemmer Asset Management
California
$17K
TCOV
355
Trust Company of Vermont
Vermont
$16K
WT
356
Whittier Trust
California
$14K
KPCM
357
Kings Point Capital Management
New York
$12K
VCM
358
Versant Capital Management
Arizona
$12K +$7.92K +140 +187%
AP
359
Advisors Preferred
Maryland
$10K +$9.9K +175 New
IA
360
IFP Advisors
Florida
$9K -$396 -7 -7%
SSB
361
Sandy Spring Bank
Maryland
$9K
LWM
362
LBA Wealth Management
Florida
$8K
HIIFS
363
Harel Insurance Investments & Financial Services
Israel
$8K +$7.81K +138 New
PSC
364
Prentiss Smith & Co
Vermont
$7K
WCBA
365
Weaver C. Barksdale & Associates
Tennessee
$7K
Nuveen
366
Nuveen
North Carolina
$3.3K
CTC
367
Central Trust Company
Missouri
$3K
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$3K
EFSCE
369
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.21K +39 +186%
PCP
370
Proficio Capital Partners
Massachusetts
$2K -$4.47K -79 -71%
NFG
371
Next Financial Group
Texas
$2K
TCM
372
Tradewinds Capital Management
Washington
$2K
CAW
373
Cornerstone Advisors (Washington)
Washington
$2K +$453 +8 +26%
Lazard Asset Management
374
Lazard Asset Management
New York
$1K
MAMU
375
Marathon Asset Management (UK)
United Kingdom
-$15.5M -289,346 Closed