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Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
376
Boston Private Bank & Trust
Massachusetts
$12K
OC
377
Oakworth Capital
Alabama
$11K
GSC
378
Ground Swell Capital
South Carolina
$10K +$9.9K +290 New
KT
379
Kanaly Trust
Texas
$7K
TWA
380
TCI Wealth Advisors
Arizona
$7K
AW
381
Alpha Windward
Massachusetts
$7K +$7.14K +209 New
DADC
382
D.A. Davidson & Co
Montana
$6K
FWM
383
Focused Wealth Management
New York
$6K
MCM
384
Manchester Capital Management
Vermont
$5K -$13.7K -400 -75%
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
PTC
386
Private Trust Company
Ohio
$5K +$5.36K +157 New
NES
387
New England Securities
New York
$3K -$68 -2 -2%
PMFA
388
Plante Moran Financial Advisors
Michigan
$3K
QAM
389
QCI Asset Management
New York
$3K
CAW
390
Cornerstone Advisors (Washington)
Washington
$3K +$1.64K +48 +102%
1IC
391
1919 Investment Counsel
Maryland
$2K
Bessemer Group
392
Bessemer Group
New Jersey
$2K
CAM
393
ClariVest Asset Management
California
$2K
FNBT
394
FineMark National Bank & Trust
Florida
$2K
PG
395
PEAK6 Group
Illinois
$2K +$2.12K +62 New
BRWM
396
B. Riley Wealth Management
Tennessee
$1K
GI
397
Gradient Investments
Minnesota
$1K
S
398
SignatureFD
Georgia
$1K
TFO
399
Tarbox Family Office
California
$1K
IC
400
IKOS CIF
Cyprus
$1K +$580 +17 New