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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$57K – – –
PCTC
502
Perkins Coie Trust Company
Washington
$57K – – –
TWMP
503
Taylor Wealth Management Partners
Massachusetts
$57K – – –
VNA
504
Valley National Advisers
Pennsylvania
$57K +$6.23K +123 +11%
SIM
505
Sentry Investment Management
Wisconsin
$52K -$525K -10,362 -90%
GLI
506
Guardian Life Insurance
New York
$52K +$13.3K +263 +30%
DAM
507
Delta Asset Management
Tennessee
$49K – – –
FFC
508
First Financial Corp
Indiana
$49K – – –
GWM
509
Gupta Wealth Management
California
$49K +$17.9K +353 +50%
JIC
510
Joel Isaacson & Co
New York
$46K – – –
MWP
511
MYCIO Wealth Partners
Pennsylvania
$46K – – –
PFO
512
Pathstone Family Office
New Jersey
$46K – – –
MCM
513
Manchester Capital Management
Vermont
$45K – – –
BFEC
514
Benjamin F. Edwards & Company
Missouri
$43K +$9.47K +187 +25%
WA
515
Waverly Advisors
Alabama
$41K +$11.2K +221 +34%
GL
516
GLG LLC
New York
$40K -$1.12M -22,194 -96%
MCA
517
Mercer Capital Advisers
New Jersey
$40K +$6.28K +124 +17%
NFG
518
Next Financial Group
Texas
$39K – – –
PFBT
519
Parkside Financial Bank & Trust
Missouri
$39K +$42.7K +844 New
VanEck Associates
520
VanEck Associates
New York
$35K +$5.32K +105 +16%
MMG
521
Monetary Management Group
Missouri
$34K -$28.2K -557 -43%
NCMG
522
NCM Capital Management Group
North Carolina
$31K – – –
Loomis, Sayles & Company
523
Loomis, Sayles & Company
Massachusetts
$29K -$31.3K -617 -50%
FIB
524
First Interstate Bank
Montana
$29K +$31.4K +619 New
PSI
525
Pinnacle Summer Investments
Virginia
$29K +$31.4K +619 New