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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1026
Thompson Davis & Co
Virginia
$71K
JIC
1027
Joel Isaacson & Co
New York
$71K +$12.9K +502 +23%
IPC
1028
Independent Portfolio Consultants
Florida
$70K +$67.1K +2,610 New
CCM
1029
Catapult Capital Management
New York
$70K +$67.4K +2,624 New
PSI
1030
Pinnacle Summer Investments
Virginia
$65K
WA
1031
Waverly Advisors
Alabama
$60K +$6.01K +234 +12%
ATC
1032
Adirondack Trust Company
New York
$56K +$10.3K +400 +24%
CHC
1033
City Holding Co
West Virginia
$54K
NCM
1034
Nelson Capital Management
California
$53K +$19.5K +760 +62%
VCM
1035
Vigilant Capital Management
Maine
$50K +$6.27K +244 +15%
FA
1036
Financial Advantage
Maryland
$47K
WC
1037
Whitnell & Co
Illinois
$45K
IRS
1038
Invictus RG (Singapore)
Singapore
$42K -$169K -6,586 -81%
Envestnet Asset Management
1039
Envestnet Asset Management
Illinois
$41K -$2.37M -92,284 -98%
OC
1040
Oakworth Capital
Alabama
$41K
CWA
1041
Constellation Wealth Advisors
New York
$41K +$39.6K +1,542 New
PAS
1042
Partnervest Advisory Services
California
$40K
HCM
1043
Highlander Capital Management
New Jersey
$39.3K +$103 +4 +0.3%
BFEC
1044
Benjamin F. Edwards & Company
Missouri
$39K
FBT
1045
Founders Bank & Trust
Michigan
$39K
JFA
1046
JNBA Financial Advisors
Minnesota
$39K +$10.1K +394 +37%
CFSG
1047
Community Financial Services Group
Vermont
$38K +$7.3K +284 +25%
TFO
1048
Tarbox Family Office
California
$37K
ARMC
1049
American Research & Management Company
Massachusetts
$36K
MFBTD
1050
MB Financial Bank - Trust Department
Illinois
$33K +$2.36K +92 +8%