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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
351
Sonora Investment Management
Arizona
$24.5K – – –
TDC
352
Thompson Davis & Co
Virginia
$20K +$19.1K +338 New
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K – – –
GWM
354
Gupta Wealth Management
California
$18K – – –
GAM
355
Gemmer Asset Management
California
$17K – – –
TCOV
356
Trust Company of Vermont
Vermont
$16K – – –
WT
357
Whittier Trust
California
$14K – – –
KPCM
358
Kings Point Capital Management
New York
$12K – – –
VCM
359
Versant Capital Management
Arizona
$12K +$7.92K +140 +187%
AP
360
Advisors Preferred
Maryland
$10K +$9.9K +175 New
IA
361
IFP Advisors
Florida
$9K -$396 -7 -7%
SSB
362
Sandy Spring Bank
Maryland
$9K – – –
LWM
363
LBA Wealth Management
Florida
$8K – – –
HIIFS
364
Harel Insurance Investments & Financial Services
Israel
$8K +$7.81K +138 New
PSC
365
Prentiss Smith & Co
Vermont
$7K – – –
WCBA
366
Weaver C. Barksdale & Associates
Tennessee
$7K – – –
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