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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Bruderman Asset Management
New York
$42K +$38.3K +1,269 New
NSIM
702
North Star Investment Management
Illinois
$41K – – –
OC
703
Oakworth Capital
Alabama
$41K – – –
ATC
704
Adirondack Trust Company
New York
$36K +$13.6K +450 +70%
VCM
705
Versant Capital Management
Arizona
$35K +$1.9K +63 +6%
CPA
706
Cowen Prime Advisors
New York
$34K – – –
AIM
707
Arcadia Investment Management
Michigan
$33K -$25.2K -835 -45%
CYG
708
Clean Yield Group
Vermont
$33K -$1.3K -43 -4%
AA
709
Apriem Advisors
California
$33K – – –
CHC
710
City Holding Co
West Virginia
$33K – – –
NC
711
NewSquare Capital
Pennsylvania
$30K – – –
RWA
712
Ropes Wealth Advisors
Massachusetts
$28K +$25.7K +850 New
SWA
713
Sutton Wealth Advisors
Florida
$27.6K -$2.42K -80 -9%
RWM
714
Raffa Wealth Management
District of Columbia
$27.3K – – –
RWG
715
Regal Wealth Group
California
$27K – – –
OFS
716
Orrstown Financial Services
Pennsylvania
$27K +$12.7K +420 +104%
MA
717
MCF Advisors
Kentucky
$26K – – –
ZB
718
Zions Bancorporation
Utah
$26K +$2.11K +70 +9%
PI
719
PineBridge Investments
New York
$25K -$7.7M -254,867 -100%
BAM
720
Barrett Asset Management
New York
$25K – – –
SBL
721
Sargent Bickham Lagudis
Colorado
$24K +$1.21K +40 +6%
NCM
722
Nelson Capital Management
California
$23K – – –
FPFS
723
First Personal Financial Services
North Carolina
$23K +$3.38K +112 +20%
WP
724
WealthPLAN Partners
Nebraska
$22.6K -$25.8K -854 -55%
SIC
725
Salem Investment Counselors
North Carolina
$22.4K +$20.5K +680 New