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TripAdvisor
TRIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
351
ArchPoint Investors
Florida
$15K +$16.4K +300 New
YWP
352
YorkBridge Wealth Partners
New York
$13K – – –
WCM
353
WealthBridge Capital Management
Ohio
$12K -$27.6K -503 -68%
CFA
354
Carroll Financial Associates
North Carolina
$12K -$7.12K -130 -34%
GAM
355
Gemmer Asset Management
California
$12K – – –
RFWA
356
RPg Family Wealth Advisory
Massachusetts
$10.3K – – –
ZB
357
Zions Bancorporation
Utah
$10K +$10.1K +185 New
APA
358
American Portfolios Advisors
New York
$9.26K – – –
AIM
359
Anchor Investment Management
South Carolina
$9K – – –
SLF
360
Sun Life Financial
Ontario, Canada
$9K -$5.92K -108 -38%
CAM
361
Cresset Asset Management
Illinois
$9K +$2.25K +41 +33%
QT
362
Quantamental Technologies
New York
$8K -$197K -3,603 -96%
TFS
363
TrustCore Financial Services
Tennessee
$8K +$8.77K +160 New
FIB
364
First Interstate Bank
Montana
$6K – – –
IP
365
Intellectus Partners
California
$6K – – –
SWM
366
SeaCrest Wealth Management
New York
$6K – – –
NFG
367
Next Financial Group
Texas
$6K +$6.14K +112 New
NFH
368
NEXT Financial Holdings
Texas
$6K +$6.14K +112 New
RWM
369
Raffa Wealth Management
District of Columbia
$5.61K – – –
CBOA
370
Commonwealth Bank of Australia
Australia
$5K – – –
EWM
371
Endurance Wealth Management
Rhode Island
$5K – – –
FPFS
372
First Personal Financial Services
North Carolina
$5K – – –
PFBT
373
Parkside Financial Bank & Trust
Missouri
$4K -$329 -6 -7%
FC
374
Ferris Capital
Massachusetts
$4K – – –
MNBTD
375
Moody National Bank Trust Division
Texas
$4K +$4.16K +76 New
13 14
15
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