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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
601
First Personal Financial Services
North Carolina
$13K
DSI
602
Daiwa SB Investments
Japan
$13K +$12.7K +200 New
WIM
603
Westside Investment Management
California
$12.3K +$12.7K +200 New
AC
604
Alexandria Capital
Virginia
$12K -$12K -190 -50%
EWM
605
Edge Wealth Management
New York
$12K
ZB
606
Zions Bancorporation
Utah
$12K +$4.18K +66 +55%
EARNEST Partners
607
EARNEST Partners
Georgia
$11K +$11K +174 New
WTC
608
WhitTier Trust Company
Nevada
$11K +$11.3K +179 New
Acadian Asset Management
609
Acadian Asset Management
Massachusetts
$11K +$11.4K +180 New
TFO
610
Tarbox Family Office
California
$10K
MWM
611
Mascoma Wealth Management
New Hampshire
$10K +$9.81K +155 New
WB
612
Webster Bank
Connecticut
$10K +$9.87K +156 New
SAM
613
Solaris Asset Management
New York
$9K -$15.8K -250 -63%
PFBT
614
Parkside Financial Bank & Trust
Missouri
$9K +$1.58K +25 +20%
EFSCE
615
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$17.8K -281 -68%
CGT
616
Capital Guardian Trust
California
$8K -$16.4K -259 -66%
SGAM
617
Smith Group Asset Management
Texas
$7K -$18.9K -298 -72%
PCP
618
Proficio Capital Partners
Massachusetts
$7K
EA
619
Edge Advisors
Georgia
$7K +$7.41K +117 New
GI
620
Gradient Investments
Minnesota
$6K -$23.3K -368 -80%
CAW
621
Cornerstone Advisors (Washington)
Washington
$6K -$21K -332 -77%
CFS
622
Commonwealth Financial Services
West Virginia
$6K -$2.09K -33 -26%
AIM
623
Assured Investment Management
New York
$6K
CBT
624
Central Bank & Trust
Kentucky
$6K
GBBWRPM
625
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K