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Name Holding Trade Value Shares
Change
Change in
Stake
IMS
351
Index Management Solutions
Pennsylvania
$39K -$48.7K -1,427 -56%
PP
352
Palladium Partners
Virginia
$25K +$23.9K +700 New
MAM
353
Mizuho Asset Management
Japan
$24K – – –
NIM
354
NuWave Investment Management
New Jersey
$22K +$20.8K +609 New
MCM
355
Manchester Capital Management
Vermont
$19K +$13.7K +400 +301%
MFS
356
MSI Financial Services
Massachusetts
$18K +$34 +1 +0.2%
GAM
357
Gemmer Asset Management
California
$17K +$16.3K +477 New
WEC
358
Winslow Evans & Crocker
Massachusetts
$16.1K -$683 -20 -4%
W
359
Wealthfront
California
$14K +$13.3K +391 New
BPBT
360
Boston Private Bank & Trust
Massachusetts
$12K – – –
OC
361
Oakworth Capital
Alabama
$11K – – –
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$15.1K -442 -64%
DADC
363
D.A. Davidson & Co
Montana
$7K -$6.72K -197 -50%
TWA
364
TCI Wealth Advisors
Arizona
$7K – – –
KT
365
Kanaly Trust
Texas
$7K +$6.69K +196 New
FWM
366
Focused Wealth Management
New York
$6K – – –
EFSCE
367
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
PMFA
368
Plante Moran Financial Advisors
Michigan
$3K – – –
QAM
369
QCI Asset Management
New York
$3K – – –
NES
370
New England Securities
New York
$3K +$3.04K +89 New
1IC
371
1919 Investment Counsel
Maryland
$2K – – –
Bessemer Group
372
Bessemer Group
New Jersey
$2K – – –
FNBT
373
FineMark National Bank & Trust
Florida
$2K – – –
CAM
374
ClariVest Asset Management
California
$2K +$751 +22 +67%
CAW
375
Cornerstone Advisors (Washington)
Washington
$2K +$1.6K +47 New