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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
601
Integrated Wealth Counsel
California
$63K – – –
PCM
602
Prelude Capital Management
New York
$61K – – –
DBT
603
Dubuque Bank & Trust
Iowa
$60K – – –
PFO
604
Pathstone Family Office
New Jersey
$58K – – –
DA
605
Denali Advisors
California
$57K – – –
JIC
606
Joel Isaacson & Co
New York
$57K – – –
M
607
MOTCO
Texas
$53K +$57K +919 New
OIA
608
Optimum Investment Advisors
Illinois
$52K – – –
NFG
609
Next Financial Group
Texas
$49K -$15.3K -247 -23%
WTC
610
WhitTier Trust Company
Nevada
$48K – – –
MAM
611
Mizuho Asset Management
Japan
$45K – – –
NES
612
New England Securities
New York
$45K +$45.6K +736 +1,712%
MCA
613
Mercer Capital Advisers
New Jersey
$43K +$46.1K +743 New
BOK
614
Bank of Kentucky
Kentucky
$41K – – –
NCMG
615
NCM Capital Management Group
North Carolina
$39K – – –
PSI
616
Pinnacle Summer Investments
Virginia
$36K – – –
TWA
617
TCI Wealth Advisors
Arizona
$30K +$31.8K +513 New
IMS
618
Index Management Solutions
Pennsylvania
$29K -$198K -3,200 -86%
QAM
619
QCI Asset Management
New York
$29K – – –
GWS
620
Glassman Wealth Services
Virginia
$27K +$29.3K +472 New
VNA
621
Valley National Advisers
Pennsylvania
$26K +$21K +338 New
WA
622
Waverly Advisors
Alabama
$25K +$13.7K +221 +104%
OC
623
Oakworth Capital
Alabama
$23K – – –
MA
624
MCF Advisors
Kentucky
$22K – – –
SSB
625
Sandy Spring Bank
Maryland
$22K +$8.06K +130 +54%