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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
476
Joel Isaacson & Co
New York
$15K -$5.28K -183 -27%
FNBSF
477
First National Bank Sioux Falls
South Dakota
$15K
IWMPD
478
Integrated Wealth Management (Palm Desert)
California
$13K
AIM
479
Acrospire Investment Management
Illinois
$12K +$11.5K +400 New
S
480
SignatureFD
Georgia
$11K -$13.6K -472 -57%
TCOV
481
Trust Company of Vermont
Vermont
$11K -$2.88K -100 -22%
ST
482
Smithfield Trust
Pennsylvania
$11K
VNA
483
Valley National Advisers
Pennsylvania
$10K -$1.79K -62 -17%
BL
484
Balentine LLC
Georgia
$10K
GAM
485
Gemmer Asset Management
California
$10K
CAW
486
Cornerstone Advisors (Washington)
Washington
$10K +$7.07K +245 +299%
ZB
487
Zions Bancorporation
Utah
$8K -$6.09K -211 -45%
ASN
488
Advisory Services Network
Georgia
$8K +$1.33K +46 +21%
SSB
489
Sandy Spring Bank
Maryland
$7K -$13.3K -460 -68%
TFO
490
Tarbox Family Office
California
$6K
TFA
491
Transamerica Financial Advisors
Florida
$6K
WA
492
WealthTrust-Arizona
Arizona
$6K
FANJ
493
Financial Architects (New Jersey)
New Jersey
$6K +$5.17K +179 New
PFO
494
Pathstone Family Office
New Jersey
$6K +$5.28K +183 New
TSW
495
Thompson Siegel & Walmsley
Virginia
$5K -$5.8K -201 -54%
CFA
496
Carroll Financial Associates
North Carolina
$5K +$3.32K +115 +209%
OFS
497
Orrstown Financial Services
Pennsylvania
$4K -$2.54K -88 -42%
PMFA
498
Plante Moran Financial Advisors
Michigan
$4K -$952 -33 -21%
CG
499
Cutler Group
California
$3K -$77.5K -2,687 -95%
AP
500
Advisors Preferred
Maryland
$3K -$7.93K -275 -77%