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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
926
First Personal Financial Services
North Carolina
$111K – – –
IWMPD
927
Integrated Wealth Management (Palm Desert)
California
$109K -$28.7K -97 -22%
GI
928
Gradient Investments
Minnesota
$108K – – –
PSC
929
Prentiss Smith & Co
Vermont
$105K – – –
PMFA
930
Plante Moran Financial Advisors
Michigan
$99K -$48.9K -165 -34%
MRCM
931
M&R Capital Management
New Jersey
$93K – – –
IUHSA
932
Itau Unibanco Holding S.A.
Brazil
$91K +$85.9K +290 New
IPC
933
Independent Portfolio Consultants
Florida
$90K -$29.6K -100 -26%
CHC
934
City Holding Co
West Virginia
$86K -$1.78K -6 -2%
VCM
935
Versant Capital Management
Arizona
$84K +$2.37K +8 +3%
SFFS
936
Stonehage Fleming Financial Services
Jersey
$83K +$78.5K +265 New
CHP
937
Cable Hill Partners
Oregon
$73K +$53.9K +182 +325%
SNT
938
Security National Trust
West Virginia
$68K – – –
ZB
939
Zions Bancorporation
Utah
$67K +$22.5K +76 +51%
GBBWRPM
940
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$64K – – –
HCM
941
Highlander Capital Management
New Jersey
$63K – – –
KLI
942
Kelman-Lazarov Inc
Tennessee
$62.3K – – –
ST
943
Smithfield Trust
Pennsylvania
$62K – – –
GAM
944
Gemmer Asset Management
California
$59K – – –
MA
945
MCF Advisors
Kentucky
$58K – – –
GGHC
946
Gilder Gagnon Howe & Co
New York
$55K +$52.4K +177 New
VIA
947
Vantage Investment Advisors
Pennsylvania
$54K -$26.7K -90 -34%
FPTW
948
Franklin, Parlapiano, Turner & Welch
Texas
$54K – – –
SIA
949
SeaBridge Investment Advisors
New Jersey
$53K -$6.33M -21,366 -99%
ATC
950
Adirondack Trust Company
New York
$53K +$17.8K +60 +56%