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Name Holding Trade Value Shares
Change
Change in
Stake
ST
326
Smithfield Trust
Pennsylvania
$29K – – –
AssetMark Inc
327
AssetMark Inc
California
$28K – – –
BFEC
328
Benjamin F. Edwards & Company
Missouri
$19K – – –
SAMC
329
Shinko Asset Management Company
Japan
$19K – – –
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$18K +$2.17K +81 +15%
IR
331
Invictus RG
Bermuda
$16K +$15.2K +569 New
GAM
332
Gemmer Asset Management
California
$14K – – –
MFS
333
MSI Financial Services
Massachusetts
$14K – – –
CAW
334
Cornerstone Advisors (Washington)
Washington
$13K -$10K -375 -46%
WCBA
335
Weaver C. Barksdale & Associates
Tennessee
$12K +$642 +24 +6%
KA
336
Klingman & Associates
New York
$11K – – –
S
337
SignatureFD
Georgia
$11K +$9.84K +368 +1,115%
JFA
338
JNBA Financial Advisors
Minnesota
$11K +$10.7K +401 New
PFBT
339
Parkside Financial Bank & Trust
Missouri
$10K – – –
FPFS
340
First Personal Financial Services
North Carolina
$7K – – –
GWM
341
Geneos Wealth Management
Colorado
$7K +$1.79K +67 +34%
AIM
342
Acrospire Investment Management
Illinois
$6K -$10.7K -400 -67%
BC
343
Bartlett & Co
Ohio
$6K – – –
CBT
344
Central Bank & Trust
Kentucky
$6K – – –
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$6K – – –
VCM
346
Versant Capital Management
Arizona
$4K -$53 -2 -1%
HFM
347
Hartford Financial Management
Connecticut
$4K – – –
PCP
348
Proficio Capital Partners
Massachusetts
$4K – – –
NC
349
NewSquare Capital
Pennsylvania
$3K +$3.18K +119 New
CFA
350
Carroll Financial Associates
North Carolina
$2K – – –