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Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
926
Integrated Wealth Management (Palm Desert)
California
$109K -$28.7K -97 -22%
GI
927
Gradient Investments
Minnesota
$108K
PSC
928
Prentiss Smith & Co
Vermont
$105K
PMFA
929
Plante Moran Financial Advisors
Michigan
$99K -$48.9K -165 -34%
MRCM
930
M&R Capital Management
New Jersey
$93K
IUHSA
931
Itau Unibanco Holding S.A.
Brazil
$91K +$85.9K +290 New
IPC
932
Independent Portfolio Consultants
Florida
$90K -$29.6K -100 -26%
CHC
933
City Holding Co
West Virginia
$86K -$1.78K -6 -2%
VCM
934
Versant Capital Management
Arizona
$84K +$2.37K +8 +3%
SFFS
935
Stonehage Fleming Financial Services
Jersey
$83K +$78.5K +265 New
CHP
936
Cable Hill Partners
Oregon
$73K +$53.9K +182 +325%
SNT
937
Security National Trust
West Virginia
$68K
ZB
938
Zions Bancorporation
Utah
$67K +$22.5K +76 +51%
GBBWRPM
939
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$64K
HCM
940
Highlander Capital Management
New Jersey
$63K
KLI
941
Kelman-Lazarov Inc
Tennessee
$62.3K
ST
942
Smithfield Trust
Pennsylvania
$62K
GAM
943
Gemmer Asset Management
California
$59K
MA
944
MCF Advisors
Kentucky
$58K
GGHC
945
Gilder Gagnon Howe & Co
New York
$55K +$52.4K +177 New
VIA
946
Vantage Investment Advisors
Pennsylvania
$54K -$26.7K -90 -34%
FPTW
947
Franklin, Parlapiano, Turner & Welch
Texas
$54K
SIA
948
SeaBridge Investment Advisors
New Jersey
$53K -$6.33M -21,366 -99%
ATC
949
Adirondack Trust Company
New York
$53K +$17.8K +60 +56%
CGT
950
Capital Guardian Trust
California
$49K