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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Versant Capital Management
Arizona
$7K – – –
CCM
402
Cribstone Capital Management
Maine
$6K – – –
EFSCE
403
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
FPFS
404
First Personal Financial Services
North Carolina
$5K – – –
GBT
405
Grove Bank & Trust
Florida
$5K – – –
SWA
406
Sutton Wealth Advisors
Florida
$4.47K – – –
BCI
407
Brinker Capital Investments
Pennsylvania
$4K – – –
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
AA
409
Apriem Advisors
California
$3K – – –
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$3K +$2.6K +54 New
ZB
411
Zions Bancorporation
Utah
$2K -$6.22K -129 -73%
CAW
412
Cornerstone Advisors (Washington)
Washington
$2K – – –
BWM
413
Baystate Wealth Management
Massachusetts
$2K +$1.93K +40 New
EA
414
Edge Advisors
Georgia
$1K – – –
GWS
415
Glassman Wealth Services
Virginia
$1K – – –
IWM
416
IHT Wealth Management
Illinois
$1K – – –
NR
417
Newfound Research
Massachusetts
$1K – – –
PCFFS
418
Pacific Center for Financial Services
California
$1K – – –
PCP
419
Proficio Capital Partners
Massachusetts
$1K +$868 +18 New
SHJ
420
Sharkey, Howes & Javer
Colorado
$1K +$1.11K +23 New
SQA
421
Simon Quick Advisors
New Jersey
$1K +$1.21K +25 New
SLF
422
Sun Life Financial
Ontario, Canada
$146 +$338 +7 New
VFA
423
Virtus Fund Advisers
Connecticut
– -$42.4M -872,525 Closed
IAM
424
Impala Asset Management
Florida
– -$38M -783,005 Closed
Point72 Asset Management
425
Point72 Asset Management
Connecticut
– -$19.3M -397,100 Closed