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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$7K – – –
HFM
602
Hartford Financial Management
Connecticut
$6K – – –
MA
603
MCF Advisors
Kentucky
$6K – – –
PAI
604
Pittenger & Anderson Inc
Nebraska
$6K – – –
EWM
605
Evercore Wealth Management
New York
$6K +$5.8K +148 New
ARMC
606
American Research & Management Company
Massachusetts
$5K – – –
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$431 +11 +9%
ECM
608
Estabrook Capital Management
New York
$4.83K – – –
RFA
609
Reilly Financial Advisors
California
$4K – – –
GGPS
610
Gary Goldberg Planning Services
New York
$4K +$3.65K +93 New
TRCT
611
Tower Research Capital (TRC)
New York
$3K -$57.1K -1,457 -96%
VNB
612
Valley National Bancorp
New York
$3K -$3.25K -83 -50%
AF
613
Arrow Financial
New York
$3K – – –
FANJ
614
Financial Architects (New Jersey)
New Jersey
$3K – – –
CGT
615
Capital Guardian Trust
California
$3K +$3.33K +85 New
BFEC
616
Benjamin F. Edwards & Company
Missouri
$2K -$19.2K -489 -90%
Group One Trading
617
Group One Trading
Illinois
$2K -$1.61K -41 -49%
AWM
618
Avior Wealth Management
Nebraska
$2K – – –
CFA
619
Carroll Financial Associates
North Carolina
$2K – – –
FMB
620
Field & Main Bank
Kentucky
$2K – – –
LFR
621
Lehman Financial Resources
Pennsylvania
$2K – – –
TWA
622
TCI Wealth Advisors
Arizona
$2K – – –
FQ
623
First Quadrant
California
$2K +$1.96K +50 New
FCCM
624
First City Capital Management
Georgia
$1.61K – – –
EWM
625
Edge Wealth Management
New York
$1K – – –