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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
451
Pathstone Family Office
New Jersey
$15K +$57 +1 +0.4%
VEA
452
Virtus ETF Advisers
New York
$15K +$14.8K +262 New
SBL
453
Sargent Bickham Lagudis
Colorado
$14K -$170 -3 -1%
PCM
454
Penserra Capital Management
California
$13K -$1.19K -21 -8%
CCM
455
Covington Capital Management
California
$13K -$1.13K -20 -8%
MA
456
MUFG Americas
New York
$12K -$4.98K -88 -29%
RWA
457
Ropes Wealth Advisors
Massachusetts
$12K -$2.21K -39 -16%
FMII
458
Farmers & Merchants Investments Inc
Nebraska
$12K +$170 +3 +1%
EFSCE
459
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$4.87K -86 -31%
DAM
460
Delta Asset Management
Tennessee
$11K -$227 -4 -2%
VCM
461
Versant Capital Management
Arizona
$11K – – –
TFS
462
TrustCore Financial Services
Tennessee
$10K -$906 -16 -8%
CLOS
463
Compagnie Lombard Odier SCmA
Switzerland
$10K +$793 +14 +9%
AF
464
Allworth Financial
California
$9K -$2.77K -49 -24%
TF
465
TimeScale Financial
Massachusetts
$9K -$906 -16 -10%
GKIM
466
GW&K Investment Management
Massachusetts
$8K -$9.57K -169 -55%
SFS
467
Sowell Financial Services
Arkansas
$8K -$2.38K -42 -23%
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K -$1.02K -18 -11%
KTC
469
Kistler-Tiffany Companies
Pennsylvania
$8K -$906 -16 -11%
SWM
470
Sugarloaf Wealth Management
Georgia
$8K -$680 -12 -8%
APWM
471
Atlas Private Wealth Management
New York
$8K -$340 -6 -4%
IRC
472
Investors Research Corp
Georgia
$8K – – –
AIM
473
Anchor Investment Management
South Carolina
$7.14K -$6K -106 -46%
BC
474
Bartlett & Co
Ohio
$7K -$16.3K -287 -71%
PFGIA
475
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$16.1K -285 -71%
17 18
19
20 21