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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
451
Schooner Investment Group
Pennsylvania
$72K
IMS
452
Index Management Solutions
Pennsylvania
$72K +$7.11K +500 +11%
RFS
453
Rockefeller Financial Services
New York
$65K +$64K +4,500 New
SAMC
454
Shinko Asset Management Company
Japan
$63K -$6.4K -450 -9%
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K
RA
456
Rational Advisors
New York
$55K
BL
457
Balentine LLC
Georgia
$55K +$33.4K +2,350 +157%
FFC
458
First Financial Corp
Indiana
$54K
SFPIA
459
Stevens First Principles Investment Advisors
California
$54K +$53.3K +3,750 New
MFBTD
460
MB Financial Bank - Trust Department
Illinois
$42K
WTB
461
Washington Trust Bank
Washington
$41K
ZB
462
Zions Bancorporation
Utah
$38K +$10.7K +750 +38%
NFG
463
Next Financial Group
Texas
$36K -$7.11K -500 -16%
Nuveen
464
Nuveen
North Carolina
$35.7K -$632K -44,450 -2%
PMFA
465
Plante Moran Financial Advisors
Michigan
$30K -$2.84K -200 -9%
GAM
466
Gemmer Asset Management
California
$30K
AA
467
Apriem Advisors
California
$25K +$7.11K +500 +40%
Manulife (Manufacturers Life Insurance)
468
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.3K +$709K +49,850 +3%
ST
469
Spot Trading
Illinois
$22K +$16.3K +1,150 +329%
PSI
470
Pinnacle Summer Investments
Virginia
$22K +$21.3K +1,500 New
TWA
471
TCI Wealth Advisors
Arizona
$18K
FIB
472
First Interstate Bank
Montana
$18K +$17.8K +1,250 New
Lazard Asset Management
473
Lazard Asset Management
New York
$17K -$1.42K -100 -8%
Bessemer Group
474
Bessemer Group
New Jersey
$17K +$16.3K +1,150 New
AFIA
475
America First Investment Advisors
Nebraska
$14K