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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
676
Next Financial Group
Texas
$112K +$29K +960 +39%
CGT
677
Capital Guardian Trust
California
$111K – – –
ADL
678
Asset Dedication LLC
California
$109K – – –
PFS
679
Physicians Financial Services
North Carolina
$108K +$9.06K +300 +10%
TCA
680
Teewinot Capital Advisers
New York
$107K – – –
SFG
681
SevenBridge Financial Group
Pennsylvania
$103K – – –
AIM
682
Acrospire Investment Management
Illinois
$99K -$112K -3,700 -55%
LWCFA
683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K – – –
WTC
684
WhitTier Trust Company
Nevada
$98K – – –
RFS
685
Rockefeller Financial Services
New York
$95K – – –
LOAMS
686
Lombard Odier Asset Management (Switzerland)
Switzerland
$94K +$86.3K +2,858 New
FNBSF
687
First National Bank Sioux Falls
South Dakota
$90K – – –
NYLT
688
New York Life Trust
New York
$84K +$40.9K +1,353 +114%
S
689
SignatureFD
Georgia
$76K +$17.2K +569 +32%
JFA
690
JNBA Financial Advisors
Minnesota
$76K +$35.6K +1,178 +103%
IWMPD
691
Integrated Wealth Management (Palm Desert)
California
$66K +$4.44K +147 +8%
IUHSA
692
Itau Unibanco Holding S.A.
Brazil
$59K +$53.7K +1,780 New
BFEC
693
Benjamin F. Edwards & Company
Missouri
$56K – – –
DVM
694
Dreman Value Management
Florida
$51K – – –
EWM
695
Evercore Wealth Management
New York
$50K – – –
PSUF
696
People's United Financial
Connecticut
$46K -$16.6K -549 -28%
ANBT
697
American National Bank & Trust
Texas
$45K – – –
CFA
698
Carroll Financial Associates
North Carolina
$45K – – –
CFA
699
CT Financial Advisors
Pennsylvania
$44.9K – – –
AA
700
AlphaMark Advisors
Kentucky
$43K – – –