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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
376
Gemmer Asset Management
California
$8K – – –
AWM
377
AllSquare Wealth Management
New York
$7K – – –
ZB
378
Zions Bancorporation
Utah
$7K – – –
TFO
379
Tarbox Family Office
California
$7K +$114 +3 +2%
WEC
380
Winslow Evans & Crocker
Massachusetts
$6.14K – – –
DPA
381
Delphi Private Advisors
California
$6K – – –
NFG
382
Next Financial Group
Texas
$6K – – –
VNA
383
Valley National Advisers
Pennsylvania
$6K – – –
TCOV
384
Trust Company of Vermont
Vermont
$6K +$6.47K +170 New
SWA
385
Sutton Wealth Advisors
Florida
$5.63K +$2.28K +60 +64%
NYLT
386
New York Life Trust
New York
$5K -$89.4K -2,348 -95%
EFSCE
387
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
CCM
388
Cribstone Capital Management
Maine
$5K +$5.14K +135 New
KF
389
Krilogy Financial
Missouri
$4K – – –
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
VCM
391
Versant Capital Management
Arizona
$4K – – –
FPFS
392
First Personal Financial Services
North Carolina
$4K +$4K +105 New
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
S
394
SignatureFD
Georgia
$1K – – –
HCM
395
Herndon Capital Management
Georgia
$1K +$951 +25 New
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$585 +$609 +16 New
RWM
397
Raffa Wealth Management
District of Columbia
$475 – – –
PIA
398
Piedmont Investment Advisors
North Carolina
$182 +$190 +5 New
PP
399
PDT Partners
New York
– -$7.26M -199,255 Closed
SCP
400
Scoria Capital Partners
Connecticut
– -$5.47M -150,100 Closed