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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
401
Security National Trust
West Virginia
$55K +$7.41K +160 +16%
Axa
402
Axa
France
$42K – – –
JIC
403
Joel Isaacson & Co
New York
$40K – – –
CF
404
CenterStar Fund
Illinois
$36K – – –
RWA
405
Ropes Wealth Advisors
Massachusetts
$30K – – –
NFG
406
Next Financial Group
Texas
$29K -$973 -21 -3%
JSAM
407
J. Safra Asset Management
New York
$28K +$27.9K +602 New
PFS
408
Physicians Financial Services
North Carolina
$26K +$13.4K +290 +104%
AssetMark Inc
409
AssetMark Inc
California
$25K -$13.3K -288 -35%
CFG
410
Citizens Financial Group
Rhode Island
$24K – – –
FNBSF
411
First National Bank Sioux Falls
South Dakota
$24K – – –
DBT
412
Dubuque Bank & Trust
Iowa
$23K – – –
Bessemer Group
413
Bessemer Group
New Jersey
$21K -$7.46K -161 -27%
KA
414
Klingman & Associates
New York
$21K – – –
AIM
415
Acrospire Investment Management
Illinois
$19K – – –
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
Loomis, Sayles & Company
417
Loomis, Sayles & Company
Massachusetts
$19K – – –
QAM
418
QCI Asset Management
New York
$19K – – –
CFS
419
Commonwealth Financial Services
West Virginia
$18K +$17.9K +387 New
BFEC
420
Benjamin F. Edwards & Company
Missouri
$14K – – –
S
421
SignatureFD
Georgia
$13K +$2.83K +61 +29%
SF
422
Synovus Financial
Georgia
$12K – – –
Nisa Investment Advisors
423
Nisa Investment Advisors
Missouri
$12K +$5.14K +111 +122%
WEC
424
Winslow Evans & Crocker
Massachusetts
$11.4K – – –
WA
425
Winfield Associates
Ohio
$10K – – –