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Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
1001
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$59K – – –
SIAP
1002
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K – – –
GAM
1003
Gemmer Asset Management
California
$55K – – –
CPA
1004
Clear Perspective Advisors
Illinois
$55K +$7.03K +25 +15%
CBT
1005
Capital Bank & Trust
California
$53K +$5.9K +21 +13%
SNT
1006
Security National Trust
West Virginia
$51K – – –
CHP
1007
Cable Hill Partners
Oregon
$50K -$33.7K -120 -41%
HFM
1008
Harvest Fund Management
China
$50K – – –
VIA
1009
Vantage Investment Advisors
Pennsylvania
$50K – – –
AF
1010
Advisornet Financial
Minnesota
$46K +$5.9K +21 +15%
SAM
1011
Shamrock Asset Management
Texas
$44K – – –
VCM
1012
Versant Capital Management
Arizona
$43K -$562 -2 -1%
FPFS
1013
First Personal Financial Services
North Carolina
$41K -$71.7K -255 -64%
SSB
1014
Sandy Spring Bank
Maryland
$41K -$16.6K -59 -30%
CCM
1015
Covington Capital Management
California
$40K -$4.22K -15 -10%
FANJ
1016
Financial Architects (New Jersey)
New Jersey
$39K -$4.78K -17 -11%
IBOK
1017
Independence Bank of Kentucky
Kentucky
$38K -$17.1K -61 -32%
GWS
1018
Glassman Wealth Services
Virginia
$38K – – –
WWM
1019
Willingdon Wealth Management
North Carolina
$38K – – –
WPA
1020
West Paces Advisors
Georgia
$37.7K +$1.13K +4 +3%
AAP
1021
Arax Advisory Partners
Colorado
$37K +$6.18K +22 +21%
1IA
1022
1834 Investment Advisors
Wisconsin
$36K – – –
WC
1023
Whitney & Co
New York
$36K – – –
AF
1024
Allworth Financial
California
$35K +$3.65K +13 +12%
First Manhattan
1025
First Manhattan
New York
$34K – – –