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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
251
Private Capital Group
Connecticut
$53K -$5.03K -69 -9%
JAM
252
JCIC Asset Management
Ontario, Canada
$50K +$48.1K +660 New
IFAM
253
Institutional & Family Asset Management
Colorado
$47K +$45.5K +625 New
ZB
254
Zions Bancorporation
Utah
$45K -$874 -12 -2%
EWM
255
Endurance Wealth Management
Rhode Island
$45K – – –
HCA
256
Horan Capital Advisors
Ohio
$45K – – –
BWP
257
Baldwin Wealth Partners
Massachusetts
$44K – – –
NFG
258
Next Financial Group
Texas
$38K -$82.6K -1,134 -69%
PI
259
PEAK6 Investments
Illinois
$37K +$36K +494 New
GWM
260
Geneos Wealth Management
Colorado
$32K – – –
MIP
261
Mondrian Investment Partners
United Kingdom
$32K – – –
BFEC
262
Benjamin F. Edwards & Company
Missouri
$31K – – –
LWA
263
Lenox Wealth Advisors
New York
$31K – – –
GAM
264
Gemmer Asset Management
California
$29K – – –
LC
265
Lindbrook Capital
California
$29K – – –
OSNBOA
266
Old Second National Bank of Aurora
Illinois
$29K – – –
IA
267
IFP Advisors
Florida
$27K +$510 +7 +2%
CFB
268
Cullen/Frost Bankers
Texas
$26K -$143K -1,963 -85%
AIM
269
AIA Investment Management
Singapore
$26K -$22.7K -312 -47%
JCM
270
Jacobi Capital Management
Pennsylvania
$26K – – –
OPS
271
Orion Portfolio Solutions
Nebraska
$25K +$24.5K +337 New
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$24K – – –
KPW
273
Kore Private Wealth
New York
$24K +$23.2K +318 New
PA
274
Procyon Advisors
Connecticut
$23K +$22.4K +307 New
FWM
275
FSA Wealth Management
Massachusetts
$23K +$22.6K +311 New
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11
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