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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
401
MSI Financial Services
Massachusetts
$19K +$105 +3 +0.6%
BFEC
402
Benjamin F. Edwards & Company
Missouri
$18K +$18K +511 New
GAM
403
Gemmer Asset Management
California
$16K – – –
BPBT
404
Boston Private Bank & Trust
Massachusetts
$16K +$3.69K +105 +30%
WEC
405
Winslow Evans & Crocker
Massachusetts
$15.7K -$3.38K -96 -17%
GSC
406
Ground Swell Capital
South Carolina
$15K +$4.89K +139 +48%
OC
407
Oakworth Capital
Alabama
$11K – – –
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$3.9K -111 -29%
AW
409
Alpha Windward
Massachusetts
$7K – – –
KT
410
Kanaly Trust
Texas
$7K – – –
TWA
411
TCI Wealth Advisors
Arizona
$7K – – –
DADC
412
D.A. Davidson & Co
Montana
$6K – – –
FWM
413
Focused Wealth Management
New York
$6K – – –
RNS
414
Robert N. Shapiro
$6K +$5.73K +163 New
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
MCM
416
Manchester Capital Management
Vermont
$5K – – –
ANBT
417
American National Bank & Trust
Texas
$5K +$4.75K +135 New
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.48K +99 New
TDC
419
Thompson Davis & Co
Virginia
$4K +$4.46K +127 New
CAW
420
Cornerstone Advisors (Washington)
Washington
$3K – – –
NES
421
New England Securities
New York
$3K – – –
QAM
422
QCI Asset Management
New York
$3K – – –
1IC
423
1919 Investment Counsel
Maryland
$2K – – –
Bessemer Group
424
Bessemer Group
New Jersey
$2K – – –
CAM
425
ClariVest Asset Management
California
$2K – – –