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Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$31K +$12.5K +297 +60%
QCG
152
Quadrant Capital Group
Ohio
$24K
EFSCE
153
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$21K
SIAS
155
Shine Investment Advisory Services
Colorado
$17K
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$16K -$16.5K -390 -50%
Lazard Asset Management
157
Lazard Asset Management
New York
$15K
MFBTD
158
MB Financial Bank - Trust Department
Illinois
$13K
ClearBridge Investments
159
ClearBridge Investments
New York
$8K
WTB
160
Washington Trust Bank
Washington
$7K
SFSIG
161
San Francisco Sentry Investment Group
California
$7K +$6.88K +163 New
CS
162
Credential Securities
$5.11K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$5K
FIB
164
First Interstate Bank
Montana
$5K
TJHA
165
Thomas J. Herzfeld Advisors
Florida
$5K
VFA
166
Valeo Financial Advisors
Indiana
$5K +$4.9K +116 New
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$2.32K +55 +112%
WTC
168
WhitTier Trust Company
Nevada
$4K +$4.69K +111 New
NFG
169
Next Financial Group
Texas
$3K -$2.53K -60 -50%
FHA
170
First Horizon Advisors
Tennessee
$3K +$253 +6 +7%
ZB
171
Zions Bancorporation
Utah
$3K +$3.17K +75 New
QT
172
Quantbot Technologies
New York
$3K +$3.55K +84 New
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$2.63K
GWM
174
Geneos Wealth Management
Colorado
$2K
LIA
175
LS Investment Advisors
Michigan
$2K