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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
251
Liberty Wealth Management
California
$63K
RE
252
RBC Europe
United Kingdom
$62.3K
IRC
253
Investors Research Corp
Georgia
$57K +$63.2K +6,750 New
PCG
254
Private Capital Group
Connecticut
$54K +$7.21K +770 +14%
ZB
255
Zions Bancorporation
Utah
$54K +$60.2K +6,430 New
CAM
256
Cresset Asset Management
Illinois
$52K +$53.5K +5,720 +1,179%
CIM
257
Contravisory Investment Management
Massachusetts
$49K
CAW
258
Cornerstone Advisors (Washington)
Washington
$48K +$6.74K +720 +14%
TC
259
Truvestments Capital
Florida
$48K +$52.7K +5,630 New
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$46K -$4.96K -530 -9%
RFC
261
Regions Financial Corp
Alabama
$45K -$67.3K -7,190 -57%
SMFS
262
Squar Milner Financial Services
California
$45K
IDBONY
263
Israel Discount Bank of New York
New York
$44K
KPW
264
Kore Private Wealth
New York
$43K
HIIFS
265
Harel Insurance Investments & Financial Services
Israel
$42K -$283K -30,250 -86%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$42K
SQA
267
Simon Quick Advisors
New Jersey
$42K +$46.8K +5,000 New
AIM
268
Advantage Investment Management
Iowa
$39K +$2.76K +295 +7%
PCM
269
Prelude Capital Management
New York
$36K -$173K -18,435 -81%
MA
270
MUFG Americas
New York
$35K
BBHC
271
Brown Brothers Harriman & Co
New York
$33K +$37K +3,955 New
BWP
272
Baldwin Wealth Partners
Massachusetts
$30K
H
273
Hexavest
Quebec, Canada
$30K
Capital World Investors
274
Capital World Investors
California
$28K -$4.73K -505 -13%
CBT
275
Capital Bank & Trust
California
$26K -$14.5K -1,550 -33%