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Name Holding Trade Value Shares
Change
Change in
Stake
CB
851
Community Bank
New York
$196K – – –
NFG
852
Next Financial Group
Texas
$195K -$753K -2,917 -79%
RP
853
Rowlandmiller & Partners
Georgia
$192K +$31K +120 +18%
BCA
854
Berman Capital Advisors
Georgia
$190K +$23K +89 +13%
OC
855
Oakworth Capital
Alabama
$187K – – –
MCM
856
Manchester Capital Management
Vermont
$186K +$23K +89 +13%
CCA
857
Catalyst Capital Advisors
New York
$178K -$93.4K -362 -33%
LGA
858
Lebenthal Global Advisors
New York
$178K +$188K +728 New
KPCM
859
Kings Point Capital Management
New York
$174K – – –
AF
860
Allworth Financial
California
$169K – – –
QCG
861
Quadrant Capital Group
Ohio
$162K -$7.48K -29 -4%
BAM
862
Barrett Asset Management
New York
$159K – – –
FMLI
863
Fukoku Mutual Life Insurance
Japan
$159K – – –
WAM
864
Wolverine Asset Management
Illinois
$157K -$100K -389 -38%
AF
865
Advisornet Financial
Minnesota
$154K -$77.4K -300 -32%
FWM
866
Focused Wealth Management
New York
$153K – – –
AL
867
ADE LLC
Maryland
$152K +$160K +620 New
MCA
868
Mercer Capital Advisers
New Jersey
$147K -$45.1K -175 -23%
EI
869
Ellevest Inc
New York
$147K +$149K +577 +2,308%
NSIM
870
North Star Investment Management
Illinois
$144K +$16.5K +64 +12%
ACA
871
Atlas Capital Advisors
Wyoming
$143K -$482K -1,868 -76%
LWM
872
Liberty Wealth Management
California
$142K – – –
PFO
873
Pathstone Family Office
New Jersey
$137K +$27.6K +107 +24%
HDIM
874
Hanson & Doremus Investment Management
Vermont
$129K – – –
TSW
875
Thompson Siegel & Walmsley
Virginia
$128K -$3.91M -15,155 -97%