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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
601
Tarbox Family Office
California
$12K – – –
Bessemer Group
602
Bessemer Group
New Jersey
$10K -$32.9K -500 -78%
CGT
603
Capital Guardian Trust
California
$10K – – –
EFSCE
604
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
PFBT
605
Parkside Financial Bank & Trust
Missouri
$10K – – –
FHA
606
First Horizon Advisors
Tennessee
$9K +$7.71K +117 New
CFS
607
Commonwealth Financial Services
West Virginia
$9K +$8.43K +128 New
ZB
608
Zions Bancorporation
Utah
$8K +$198 +3 +3%
PCP
609
Proficio Capital Partners
Massachusetts
$8K +$3.03K +46 +69%
MA
610
MCF Advisors
Kentucky
$8K +$7.38K +112 New
TFA
611
Transamerica Financial Advisors
Florida
$7K -$1.74M -26,476 -100%
CBT
612
Central Bank & Trust
Kentucky
$7K – – –
VNA
613
Valley National Advisers
Pennsylvania
$7K – – –
AIM
614
Assured Investment Management
New York
$7K +$6.59K +100 New
APSP
615
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K – – –
AssetMark Inc
616
AssetMark Inc
California
$4K -$3.89K -59 -50%
CAW
617
Cornerstone Advisors (Washington)
Washington
$4K – – –
CCM
618
Cribstone Capital Management
Maine
$4K +$3.23K +49 New
RWA
619
Ropes Wealth Advisors
Massachusetts
$4K +$3.56K +54 New
ACM
620
Armbruster Capital Management
New York
$4K +$3.69K +56 New
CHC
621
City Holding Co
West Virginia
$3K – – –
GAM
622
Gemmer Asset Management
California
$3K +$856 +13 +38%
BBHC
623
Brown Brothers Harriman & Co
New York
$3K +$2.63K +40 New
JIR
624
James Investment Research
Ohio
$3K +$2.83K +43 New
FPFS
625
First Personal Financial Services
North Carolina
$2K – – –