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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
326
Gemmer Asset Management
California
$12K +$926 +37 +8%
WCBA
327
Weaver C. Barksdale & Associates
Tennessee
$10K +$501 +20 +5%
Citigroup
328
Citigroup
New York
$9K -$7.68K -307 -45%
KA
329
Klingman & Associates
New York
$9K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$9K +$9.09K +363 New
CF
331
CenterStar Fund
Illinois
$7K – – –
FPFS
332
First Personal Financial Services
North Carolina
$6K – – –
BC
333
Bartlett & Co
Ohio
$5K – – –
CBT
334
Central Bank & Trust
Kentucky
$5K – – –
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$5K +$100 +4 +2%
GWM
336
Geneos Wealth Management
Colorado
$4K – – –
HFM
337
Hartford Financial Management
Connecticut
$4K – – –
PCP
338
Proficio Capital Partners
Massachusetts
$4K +$3.55K +142 +1,014%
MCM
339
McKinley Capital Management
Alaska
$4K +$4.5K +180 New
VCM
340
Versant Capital Management
Arizona
$3K – – –
CFA
341
Carroll Financial Associates
North Carolina
$2K – – –
PSC
342
Prentiss Smith & Co
Vermont
$2K – – –
PRS
343
Pinkerton Retirement Specialists
Idaho
$2K +$2.05K +82 New
PG
344
Patten Group
Tennessee
$1.22K – – –
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$1K -$651 -26 -38%
IWMPD
346
Integrated Wealth Management (Palm Desert)
California
$1K – – –
S
347
SignatureFD
Georgia
$1K – – –
QI
348
QS Investors
New York
$1K +$200 +8 +28%
MNA
349
Manning & Napier Advisors
New York
– -$17.5M -704,780 Closed
BAPIM
350
British Airways Pensions Investment Management
United Kingdom
– -$15M -606,153 Closed