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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
351
IHT Wealth Management
Illinois
$26K – – –
CAW
352
Cornerstone Advisors (Washington)
Washington
$23K – – –
GAM
353
Gemmer Asset Management
California
$23K – – –
VCM
354
Versant Capital Management
Arizona
$17K – – –
WT
355
Whittier Trust
California
$17K – – –
KPCM
356
Kings Point Capital Management
New York
$15K – – –
WIM
357
Westside Investment Management
California
$14.4K +$138 +2 +1%
SSB
358
Sandy Spring Bank
Maryland
$11K – – –
WAM
359
Wealthspire Advisors (Maryland)
Maryland
$11K +$484 +7 +5%
WCBA
360
Weaver C. Barksdale & Associates
Tennessee
$10K -$1.8K -26 -15%
HIIFS
361
Harel Insurance Investments & Financial Services
Israel
$10K – – –
LWM
362
LBA Wealth Management
Florida
$10K – – –
PSC
363
Prentiss Smith & Co
Vermont
$9K – – –
PA
364
Parallel Advisors
California
$8K +$829 +12 +11%
SPIA
365
Steward Partners Investment Advisory
New York
$5K +$4.42K +64 +457%
CTC
366
Central Trust Company
Missouri
$4K – – –
NFG
367
Next Financial Group
Texas
$3K -$32.6K -472 -90%
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
TCM
370
Tradewinds Capital Management
Washington
$3K – – –
CHC
371
City Holding Co
West Virginia
$2K +$2.21K +32 New
TRCT
372
Tower Research Capital (TRC)
New York
$1K -$46K -665 -98%
OFS
373
Orrstown Financial Services
Pennsylvania
$1K -$3.11K -45 -69%
BJCM
374
Blue Jay Capital Management
California
– -$9M -145,000 Closed
CIM
375
Calvert Investment Management
Maryland
– -$5.5M -88,653 Closed