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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1301
Capital Analysts LLC
Pennsylvania
$97.5K +$11.6K +300 +13%
NCMG
1302
NCM Capital Management Group
North Carolina
$90K -$964K -25,000 -91%
FWM
1303
Focused Wealth Management
New York
$88K -$99.6K -2,584 -53%
PAS
1304
Partnervest Advisory Services
California
$87K -$15.7K -407 -15%
VNB
1305
Valley National Bancorp
New York
$87K -$13.5K -350 -14%
BG
1306
Bollard Group
Massachusetts
$87K
VIM
1307
Veritas Investment Management
United Kingdom
$85K -$116K -3,000 -58%
WIL
1308
Winifred I. Li
$78K
CFSG
1309
Community Financial Services Group
Vermont
$78K +$78.3K +2,030 New
HHMI
1310
Howard Hughes Medical Institute
Maryland
$78K +$78.5K +2,036 New
CFN
1311
Cordasco Financial Network
Florida
$77K
WA
1312
WealthTrust-Arizona
Arizona
$77K +$8.25K +214 +12%
FCE
1313
Fiera Capital (Europe)
Cayman Islands
$75K +$10.3K +267 +16%
MIC
1314
MU Investments Company
Japan
$74K -$698K -18,100 -90%
PCM
1315
Prelude Capital Management
New York
$74K +$73.8K +1,914 New
JIC
1316
Joel Isaacson & Co
New York
$72K +$7.25K +188 +11%
TCM
1317
Tradewinds Capital Management
Washington
$67K
AR
1318
Advisory Research
Illinois
$67K +$66.7K +1,731 New
Group One Trading
1319
Group One Trading
Illinois
$62K +$61.7K +1,600 New
SSG
1320
Summit Securities Group
New York
$58K -$910K -23,600 -94%
PIM
1321
Parasol Investment Management
Illinois
$57K
TIM
1322
Tortoise Investment Management
New York
$55K
VIA
1323
Vantage Investment Advisors
Pennsylvania
$55K +$8.79K +228 +19%
M
1324
MOTCO
Texas
$52K
SNBOSD
1325
Security National Bank of So Dak
Iowa
$52K +$964 +25 +2%