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Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
WFG Advisors
Texas
$83K -$24.9K -1,750 -23%
BWP
452
Baldwin Wealth Partners
Massachusetts
$82K -$7.11K -500 -8%
HNB
453
Huntington National Bank
Ohio
$81K +$2.13K +150 +3%
CBOA
454
Commonwealth Bank of Australia
Australia
$77K +$1.42K +100 +2%
SIG
455
Schooner Investment Group
Pennsylvania
$72K – – –
IMS
456
Index Management Solutions
Pennsylvania
$72K +$7.11K +500 +11%
RFS
457
Rockefeller Financial Services
New York
$65K +$64K +4,500 New
SAMC
458
Shinko Asset Management Company
Japan
$63K -$6.4K -450 -9%
JFGIW
459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K – – –
RA
460
Rational Advisors
New York
$55K – – –
BL
461
Balentine LLC
Georgia
$55K +$33.4K +2,350 +157%
FFC
462
First Financial Corp
Indiana
$54K – – –
SFPIA
463
Stevens First Principles Investment Advisors
California
$54K +$53.3K +3,750 New
MFBTD
464
MB Financial Bank - Trust Department
Illinois
$42K – – –
WTB
465
Washington Trust Bank
Washington
$41K – – –
ZB
466
Zions Bancorporation
Utah
$38K +$10.7K +750 +38%
NFG
467
Next Financial Group
Texas
$36K -$7.11K -500 -16%
PMFA
468
Plante Moran Financial Advisors
Michigan
$30K -$2.84K -200 -9%
GAM
469
Gemmer Asset Management
California
$30K – – –
AA
470
Apriem Advisors
California
$25K +$7.11K +500 +40%
ST
471
Spot Trading
Illinois
$22K +$16.3K +1,150 +329%
PSI
472
Pinnacle Summer Investments
Virginia
$22K +$21.3K +1,500 New
TWA
473
TCI Wealth Advisors
Arizona
$18K – – –
FIB
474
First Interstate Bank
Montana
$18K +$17.8K +1,250 New
Lazard Asset Management
475
Lazard Asset Management
New York
$17K -$1.42K -100 -8%