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Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$43K +$33.9K +340 +218%
US Bancorp
202
US Bancorp
Minnesota
$42K -$6.67K -67 -12%
SC
203
Saturna Capital
Washington
$28K +$32.1K +322 New
GWM
204
Gupta Wealth Management
California
$24K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$22K
PMFA
206
Plante Moran Financial Advisors
Michigan
$13K
W
207
Wealthfront
California
$13K +$6.18K +62 +70%
LNB
208
Ledyard National Bank
$11K
GAM
209
Gemmer Asset Management
California
$9K
VFA
210
Virtus Fund Advisers
Connecticut
$9K
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$9K +$199 +2 +2%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$9K +$3.69K +37 +53%
VCM
213
Vigilant Capital Management
Maine
$9K +$9.96K +100 New
NSIM
214
North Star Investment Management
Illinois
$7K
MGIA
215
Moneta Group Investment Advisors
Missouri
$6K +$6.58K +66 New
FHA
216
First Horizon Advisors
Tennessee
$4K
ZB
217
Zions Bancorporation
Utah
$4K +$3.98K +40 New
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$3.86K
Bessemer Group
219
Bessemer Group
New Jersey
$3K
WCBA
220
Weaver C. Barksdale & Associates
Tennessee
$3K
WRM
221
Westport Resources Management
Connecticut
$3K
FNBT
222
FineMark National Bank & Trust
Florida
$3K +$3.98K +40 New
MFS
223
MSI Financial Services
Massachusetts
$2K +$1.79K +18 New
Creative Planning
224
Creative Planning
Kansas
$2K +$2.09K +21 New
Westfield Capital Management
225
Westfield Capital Management
Massachusetts
-$23.9M -209,655 Closed