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Name Holding Trade Value Shares
Change
Change in
Stake
UFA
876
US Financial Advisors
Massachusetts
$45K +$11.1K +672 +27%
SNT
877
Security National Trust
West Virginia
$43K – – –
ONB
878
Old National Bancorp
Indiana
$43K +$50.1K +3,034 New
RFA
879
Reilly Financial Advisors
California
$41K -$3.63K -220 -7%
CFA
880
Carroll Financial Associates
North Carolina
$41K – – –
MWAN
881
Mariner Wealth Advisors (NYC)
Kansas
$41K +$47.4K +2,874 New
BBPWM
882
Blue Bell Private Wealth Management
Pennsylvania
$38K -$29.9K -1,813 -40%
PMFA
883
Plante Moran Financial Advisors
Michigan
$38K -$26.9K -1,630 -38%
BCM
884
Blume Capital Management
California
$37K – – –
LFR
885
Lehman Financial Resources
Pennsylvania
$37K – – –
CWM
886
Cranbrook Wealth Management
Michigan
$36K – – –
RAM
887
Riggs Asset Management
Pennsylvania
$36K +$66 +4 +0.2%
PCM
888
Parsons Capital Management
Rhode Island
$35K +$40.3K +2,444 New
VIA
889
Vantage Investment Advisors
Pennsylvania
$34K +$14K +846 +55%
MJP
890
Michael J. Puzo
$34K +$39.3K +2,383 New
CHP
891
Cable Hill Partners
Oregon
$32K – – –
CBT
892
Central Bank & Trust
Kentucky
$32K – – –
ST
893
Somerset Trust
Pennsylvania
$31K – – –
WEC
894
Winslow Evans & Crocker
Massachusetts
$29.7K – – –
FANJ
895
Financial Architects (New Jersey)
New Jersey
$28K -$9.45K -573 -23%
LOCB
896
Lombard Odier & Cie (Bahamas)
Bahamas
$25K -$2.79M -169,384 -99%
PSC
897
Prentiss Smith & Co
Vermont
$25K – – –
SAM
898
Shamrock Asset Management
Texas
$25K – – –
SHJ
899
Sharkey, Howes & Javer
Colorado
$25K +$29.4K +1,784 New
BOK
900
Bank of Kentucky
Kentucky
$24K – – –