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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
601
NuWave Investment Management
New Jersey
$95K +$89.8K +993 New
RFA
602
Reilly Financial Advisors
California
$91K – – –
PTC
603
Private Trust Company
Ohio
$89K +$1.72K +19 +2%
GIS
604
Guardian Investor Services
New York
$88K -$4.97K -55 -6%
JIC
605
Joel Isaacson & Co
New York
$87K +$90 +1 +0.1%
TIM
606
Tortoise Investment Management
New York
$86K -$81.4K -900 -50%
BC
607
Bartlett & Co
Ohio
$78K – – –
MCM
608
Manchester Capital Management
Vermont
$78K – – –
CCS
609
Crosspoint Capital Strategies
California
$77K – – –
FCCM
610
First City Capital Management
Georgia
$75.9K – – –
WTC
611
WhitTier Trust Company
Nevada
$75K -$75.6K -836 -52%
RNS
612
Robert N. Shapiro
$73K +$13.3K +147 +24%
KT
613
Kanaly Trust
Texas
$72K – – –
GLI
614
Guardian Life Insurance
New York
$70K – – –
IMS
615
Index Management Solutions
Pennsylvania
$69K +$3.08K +34 +5%
KTC
616
Kistler-Tiffany Companies
Pennsylvania
$65K +$60.9K +673 New
AF
617
Arrow Financial
New York
$62K -$9.49K -105 -14%
AC
618
Alexandria Capital
Virginia
$61K +$90 +1 +0.2%
FAM
619
Formidable Asset Management
Ohio
$60K – – –
JFGIW
620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K – – –
TFO
621
Tarbox Family Office
California
$59K +$1.27K +14 +2%
FM
622
Forward Management
California
$58K -$54.3K -600 -50%
SAC
623
Smith Affiliated Capital
New York
$57.6K – – –
LBG
624
Lloyds Banking Group
United Kingdom
$54K -$814 -9 -2%
MAM
625
Mizuho Asset Management
Japan
$50K +$21.2K +234 +82%