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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
926
Next Financial Group
Texas
$189K +$76K +3,047 +69%
BL
927
Balentine LLC
Georgia
$182K
AW
928
Alpha Windward
Massachusetts
$179K -$3.02K -121 -2%
CFA
929
CT Financial Advisors
Pennsylvania
$179K -$4.74K -190 -3%
RFS
930
Rockefeller Financial Services
New York
$174K -$89.4M -3,582,659 -100%
FNBSF
931
First National Bank Sioux Falls
South Dakota
$164K
FNBT
932
FineMark National Bank & Trust
Florida
$159K -$44.6K -1,786 -22%
RA
933
Rational Advisors
New York
$153K -$17.3K -694 -10%
HCC
934
Hirtle Callaghan & Co
Pennsylvania
$152K +$150K +6,026 New
MIC
935
MU Investments Company
Japan
$131K -$308K -12,355 -70%
SSB
936
Sandy Spring Bank
Maryland
$115K +$15.6K +625 +16%
OAM
937
Orinda Asset Management
California
$113K +$111K +4,462 New
BFEC
938
Benjamin F. Edwards & Company
Missouri
$102K -$17.5K -701 -15%
LWM
939
Lenox Wealth Management
Ohio
$101K +$4.34K +174 +5%
MCM
940
MV Capital Management
Maryland
$99K +$23.9K +957 +32%
MUS
941
Mitsubishi UFJ Securities
Japan
$99K +$32K +1,283 +49%
CPA
942
Cowen Prime Advisors
New York
$98K -$144K -5,761 -60%
JFGIW
943
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95K +$3.97K +159 +4%
EWM
944
Evercore Wealth Management
New York
$93K -$14.9K -596 -14%
Manulife (Manufacturers Life Insurance)
945
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.2K -$133M -5,336,568 -38%
FMA
946
FNY Managed Accounts
New York
$90.4K +$7.28K +292 +9%
MCA
947
Mercer Capital Advisers
New Jersey
$90K
CFA
948
Carroll Financial Associates
North Carolina
$90K +$37.6K +1,506 +74%
PG
949
Patten Group
Tennessee
$89.8K +$88.4K +3,543 New
WEC
950
Winslow Evans & Crocker
Massachusetts
$87.2K