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Name Holding Trade Value Shares
Change
Change in
Stake
UBWV
1301
United Bank (West Virginia)
West Virginia
$303K +$40.9K +400 +16%
BBPWM
1302
Blue Bell Private Wealth Management
Pennsylvania
$301K
NAM
1303
NTV Asset Management
West Virginia
$301K +$30.7K +300 +12%
DAS
1304
Dynamic Advisor Solutions
Arizona
$299K -$26.8K -262 -8%
SGAM
1305
Steinberg Global Asset Management
Florida
$296K +$33.7K +330 +13%
IC
1306
Intersect Capital
California
$294K
MIC
1307
MU Investments Company
Japan
$291K
FNBSF
1308
First National Bank Sioux Falls
South Dakota
$290K
FBC
1309
Fairfield, Bush & Co
Connecticut
$289K +$105K +1,025 +59%
AWM
1310
AllSquare Wealth Management
New York
$287K -$5.42K -53 -2%
CWA
1311
Cypress Wealth Advisors
California
$287K +$279K +2,735 New
Manulife (Manufacturers Life Insurance)
1312
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$286K -$7.21M -70,524 -3%
JC
1313
Jacobs & Co
California
$283K
IT
1314
Independence Trust
Tennessee
$281K
SFA
1315
Sequoia Financial Advisors
Ohio
$281K +$4.6K +45 +2%
HHAM
1316
HITE Hedge Asset Management
Massachusetts
$278K
PAS
1317
Partnervest Advisory Services
California
$278K +$271K +2,653 New
GWS
1318
Glassman Wealth Services
Virginia
$275K
NFG
1319
Nadler Financial Group
Illinois
$274K
BOS
1320
Bingham Osborn & Scarborough
California
$270K +$5.01K +49 +2%
NIA
1321
Northstar Investment Advisors
Colorado
$269K
Two Sigma Investments
1322
Two Sigma Investments
New York
$266K -$5.82M -56,988 -96%
NYLT
1323
New York Life Trust
New York
$265K -$12.4K -121 -5%
AIA
1324
Affinity Investment Advisors
California
$265K +$258K +2,529 New
CWP
1325
Capital Wealth Planning
Florida
$262K