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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$10K +$3.47K +76 +57%
Loomis, Sayles & Company
402
Loomis, Sayles & Company
Massachusetts
$9K -$1.55K -34 -14%
KT
403
Kanaly Trust
Texas
$9K – – –
IWMPD
404
Integrated Wealth Management (Palm Desert)
California
$8K – – –
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
PCTC
406
Perkins Coie Trust Company
Washington
$5K – – –
SNT
407
Security National Trust
West Virginia
$5K – – –
IUHSA
408
Itau Unibanco Holding S.A.
Brazil
$5K +$4.56K +100 New
AssetMark Inc
409
AssetMark Inc
California
$4K – – –
SF
410
Synovus Financial
Georgia
$4K – – –
BGIM
411
Brandywine Global Investment Management
Pennsylvania
$4K +$3.47K +76 New
WEC
412
Winslow Evans & Crocker
Massachusetts
$3.67K – – –
CFG
413
Citizens Financial Group
Rhode Island
$3K -$365 -8 -11%
AIS
414
Accurate Investment Solutions
Pennsylvania
$3K – – –
MCM
415
MV Capital Management
Maryland
$3K – – –
HIM
416
Hillsdale Investment Management
Ontario, Canada
$3K +$456 +10 +17%
CAW
417
Cornerstone Advisors (Washington)
Washington
$2K – – –
DSC
418
Duncker Streett & Co
Missouri
$2K – – –
IAS
419
INR Advisory Services
Pennsylvania
$2K – – –
QCG
420
Quadrant Capital Group
Ohio
$2K – – –
TWA
421
TCI Wealth Advisors
Arizona
$2K – – –
WA
422
Winfield Associates
Ohio
$2K – – –
WTB
423
Washington Trust Bank
Washington
$2K +$2.42K +53 New
GC
424
Globeflex Capital
California
$1K -$1.45M -31,664 -100%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$1K -$7.3K -160 -87%