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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
301
Huntington National Bank
Ohio
$95K – – –
SFS
302
Sowell Financial Services
Arkansas
$95K +$79.9K +6,095 +312%
CA
303
Crewe Advisors
Utah
$94K – – –
PCG
304
Private Capital Group
Connecticut
$92K +$9.63K +735 +10%
QT
305
Quantbot Technologies
New York
$91K +$90.6K +6,915 +843%
KPW
306
Kore Private Wealth
New York
$88K +$16.2K +1,235 +20%
ASN
307
Advisory Services Network
Georgia
$83K -$98.8K -7,540 -52%
SMFS
308
Squar Milner Financial Services
California
$83K -$4.06K -310 -4%
IRC
309
Investors Research Corp
Georgia
$80K – – –
APA
310
American Portfolios Advisors
New York
$78.5K -$49.9K -3,810 -36%
WT
311
Washington Trust
Rhode Island
$71K +$78.3K +5,975 New
RE
312
RBC Europe
United Kingdom
$69.5K -$19.7K -1,500 -20%
EFSCE
313
Enterprise Financial Services Corp (EFSC)
Missouri
$69K -$655 -50 -0.9%
GFPC
314
Global Financial Private Client
Florida
$68K -$2.23K -170 -3%
TJHA
315
Thomas J. Herzfeld Advisors
Florida
$65K -$4.98K -380 -6%
ZB
316
Zions Bancorporation
Utah
$64K +$1.97K +150 +3%
FP
317
Financial Perspectives
Minnesota
$64K +$1.38K +105 +2%
GWM
318
Geneos Wealth Management
Colorado
$63K – – –
BCWM
319
Bartlett & Co Wealth Management
Ohio
$59.2K – – –
BC
320
Bartlett & Co
Ohio
$59K +$65.5K +5,000 New
EI
321
Ellevest Inc
New York
$53K +$47K +3,590 +408%
BBHC
322
Brown Brothers Harriman & Co
New York
$52K +$11.1K +850 +24%
MA
323
MUFG Americas
New York
$50K – – –
MHR
324
Matthew Hamilton Rosenberg
$48K +$52.4K +4,000 New
CWP
325
CFM Wealth Partners
Texas
$45K +$49.6K +3,785 New
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