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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
501
Stevens First Principles Investment Advisors
California
$31K +$29.8K +600 New
BAM
502
Barrett Asset Management
New York
$29K – – –
BBHC
503
Brown Brothers Harriman & Co
New York
$29K – – –
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K – – –
VIA
505
Vantage Investment Advisors
Pennsylvania
$29K – – –
GSC
506
Ground Swell Capital
South Carolina
$27K +$25.2K +508 New
PR
507
Payden & Rygel
California
$26K – – –
OIA
508
Optimum Investment Advisors
Illinois
$24K – – –
AFIA
509
America First Investment Advisors
Nebraska
$22K – – –
LFR
510
Lehman Financial Resources
Pennsylvania
$21K -$7.45K -150 -27%
TWM
511
Torch Wealth Management
Ohio
$21K – – –
MMG
512
Monetary Management Group
Missouri
$21K +$19.9K +400 New
FHA
513
First Horizon Advisors
Tennessee
$19K – – –
GAM
514
Gemmer Asset Management
California
$16K – – –
TAM
515
Tocqueville Asset Management
New York
$16K – – –
ZTNA
516
Zions Trust National Association
Utah
$15K – – –
TRCT
517
Tower Research Capital (TRC)
New York
$12K -$387K -7,794 -97%
EFSCE
518
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$199 -4 -2%
LNB
519
Ledyard National Bank
$12K – – –
CAW
520
Cornerstone Advisors (Washington)
Washington
$11K – – –
M&T Bank
521
M&T Bank
New York
$10K -$6.36K -128 -39%
MA
522
MCF Advisors
Kentucky
$10K – – –
BOK
523
Bank of Kentucky
Kentucky
$10K +$9.93K +200 New
ST
524
Smithfield Trust
Pennsylvania
$9K – – –
TFO
525
Tarbox Family Office
California
$9K – – –