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Name Holding Trade Value Shares
Change 		Change in
Stake
KT
1351
Kanaly Trust
Texas
$67K +$2.2K +25 +4%
FPFS
1352
First Personal Financial Services
North Carolina
$65K +$59.7K +678 New
VNA
1353
Valley National Advisers
Pennsylvania
$65K +$79.6K +903 New
BFEC
1354
Benjamin F. Edwards & Company
Missouri
$64K +$4.85K +55 +9%
DOA
1355
D'Orazio & Associates
Virginia
$62K -$881 -10 -2%
TIM
1356
Tortoise Investment Management
New York
$62K +$3.52K +40 +7%
DA
1357
Dunvegan Associates
California
$59K – – –
ANBT
1358
American National Bank & Trust
Texas
$58K – – –
PO
1359
Private Ocean
California
$56K +$50.8K +577 New
MUMSS
1360
Mitsubishi UFJ Morgan Stanley Securities
Japan
$54K – – –
CFG
1361
CKW Financial Group
Hawaii
$53K -$6.87K -78 -12%
VNB
1362
Valley National Bancorp
New York
$53K +$4.93K +56 +11%
SFPIA
1363
Stevens First Principles Investment Advisors
California
$51K – – –
TFA
1364
Transamerica Financial Advisors
Florida
$49K – – –
JAM
1365
JCIC Asset Management
Ontario, Canada
$48K – – –
FMB
1366
Field & Main Bank
Kentucky
$47K -$12.1K -137 -22%
QAM
1367
QCI Asset Management
New York
$46K – – –
TFO
1368
Tarbox Family Office
California
$46K – – –
UFA
1369
US Financial Advisors
Massachusetts
$45K +$41.1K +466 New
RCG
1370
Ruggie Capital Group
Florida
$44K +$40.6K +461 New
IMS
1371
Index Management Solutions
Pennsylvania
$43K -$790K -8,966 -95%
AWM
1372
Avior Wealth Management
Nebraska
$40K +$176 +2 +0.5%
PFO
1373
Pathstone Family Office
New Jersey
$39K -$38.8K -440 -52%
BKA
1374
Brick & Kyle Associates
Pennsylvania
$39K +$35.2K +400 New
BCMIO
1375
Beacon Capital Management Inc (Ohio)
Ohio
$35K – – –
53 54
55
56 57