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Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
451
Parallax Volatility Advisers
California
$15K +$13.5K +399 New
PSI
452
Pinnacle Summer Investments
Virginia
$13K +$11.8K +347 New
ST
453
Smithfield Trust
Pennsylvania
$13K +$12.2K +360 New
RWM
454
Raffa Wealth Management
District of Columbia
$13K +$11.1K +328 New
TSW
455
Thompson Siegel & Walmsley
Virginia
$12K
EWM
456
Evercore Wealth Management
New York
$11K -$6.45K -190 -38%
ST
457
SpiderRock Trading
Illinois
$11K
HMS
458
Hanseatic Management Services
New Mexico
$11K +$678 +20 +7%
MFS
459
MSI Financial Services
Massachusetts
$11K +$916 +27 +10%
PCM
460
Prelude Capital Management
New York
$11K +$10.2K +300 New
ASN
461
Advisory Services Network
Georgia
$11K +$10.7K +315 New
DADC
462
D.A. Davidson & Co
Montana
$9K
LFR
463
Lehman Financial Resources
Pennsylvania
$9K
KTC
464
Kistler-Tiffany Companies
Pennsylvania
$8K
TFO
465
Tarbox Family Office
California
$7K +$6.78K +200 New
ZTNA
466
Zions Trust National Association
Utah
$7K +$6.78K +200 New
AF
467
Arrow Financial
New York
$6K
M&T Bank
468
M&T Bank
New York
$5K
SNT
469
Security National Trust
West Virginia
$5K
SEC
470
Seven Eight Capital
New York
$5K +$4.71K +139 New
TWA
471
TCI Wealth Advisors
Arizona
$2K
TCOV
472
Trust Company of Vermont
Vermont
$2K +$1.7K +50 New
WEC
473
Winslow Evans & Crocker
Massachusetts
$2K +$2.17K +64 New
DAM
474
Delta Asset Management
Tennessee
$2K +$2.31K +68 New
CAW
475
Cornerstone Advisors (Washington)
Washington
$1K