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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
601
Paradigm Asset Management
New York
$134K +$13.7K +360 +12%
Credit Agricole
602
Credit Agricole
France
$129K -$41.8K -1,096 -26%
MAM
603
Marquette Asset Management
Minnesota
$127K +$118K +3,097 New
SSB
604
Sandy Spring Bank
Maryland
$123K -$4.5K -118 -4%
SIA
605
Sit Investment Associates
Minnesota
$119K
FHB
606
First Hawaiian Bank
Hawaii
$119K +$3.05K +80 +3%
CFA
607
Carroll Financial Associates
North Carolina
$119K +$34.8K +913 +45%
SCM
608
Shelton Capital Management
Colorado
$117K -$3.72M -97,535 -95%
EWA
609
Evolution Wealth Advisors
Florida
$114K +$4.65K +122 +5%
SAS
610
Stelac Advisory Services
New York
$113K
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$113K +$5.46K +143 +5%
PMFA
612
Plante Moran Financial Advisors
Michigan
$104K -$5.34K -140 -5%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$102K
BC
614
Bartlett & Co
Ohio
$102K
FA
615
Fortis Advisors
Pennsylvania
$102K +$28.6K +750 +43%
LFA
616
Legacy Financial Advisors
Kentucky
$101K +$43.9K +1,151 +88%
ASN
617
Advisory Services Network
Georgia
$99K -$1.56K -41 -2%
BBA
618
Braun-Bostich & Associates
Pennsylvania
$97K
FHA
619
Flagship Harbor Advisors
Massachusetts
$96K -$5.91K -155 -6%
SPL
620
Smart Portfolios LLC
Washington
$96K
WAM
621
Wealthspire Advisors (Maryland)
Maryland
$93K -$9.15K -240 -10%
IA
622
IFP Advisors
Florida
$90K -$250K -6,557 -75%
FGAM
623
Financial Gravity Asset Management
Texas
$90K +$83.2K +2,181 New
FHA
624
First Horizon Advisors
Tennessee
$89K +$954 +25 +1%
BPCE
625
Bank Pictet & Cie (Europe)
Germany
$87K