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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
926
AHL Investment Management
Florida
$229K +$212K +6,070 New
WANY
927
Wealthspire Advisors (New York)
New York
$228K +$211K +6,060 New
WAS
928
Winch Advisory Services
Wisconsin
$227K
NAM
929
NorthCrest Asset Manangement
Minnesota
$227K +$210K +6,030 New
CWA
930
CJM Wealth Advisers
Virginia
$226K +$209K +6,000 New
SPA
931
Sherbrooke Park Advisers
New York
$226K +$209K +6,000 New
PVH
932
Psagot Value Holdings
Israel
$226K
MBT
933
Montecito Bank & Trust
California
$225K +$208K +5,980 New
RFC
934
Regions Financial Corp
Alabama
$222K +$205K +5,890 New
FAM
935
Flaharty Asset Management
Florida
$221K -$55.8K -1,600 -21%
IIM
936
InTrack Investment Management
Vermont
$221K +$204K +5,860 New
HCM
937
Hollencrest Capital Management
California
$220K +$203K +5,830 New
CI
938
CX Institutional
Indiana
$219K +$203K +5,820 New
AG
939
AIA Group
Hong Kong
$218K -$1.97M -56,620 -91%
NF
940
Nikulski Financial
Iowa
$218K +$201K +5,770 New
OPA
941
Old Port Advisors
Maine
$217K +$201K +5,760 New
SIA
942
Sit Investment Associates
Minnesota
$217K -$36.6K -1,050 -15%
TIA
943
Traphagen Investment Advisors
New Jersey
$217K -$4.42M -126,950 -96%
TCOV
944
Trust Company of Vermont
Vermont
$217K -$11.5K -330 -5%
CC
945
Courier Capital
New York
$211K +$195K +5,600 New
PTC
946
Philadelphia Trust Company
Pennsylvania
$211K +$195K +5,600 New
EDRH
947
Edmond de Rothschild Holding
Switzerland
$211K -$57.9K -1,660 -23%
9WM
948
9258 Wealth Management
Ohio
$210K +$194K +5,560 New
PPC
949
Park Place Capital
Alabama
$209K +$193K +5,550 New
MCC
950
Money Concepts Capital
Florida
$208K +$141K +4,060 +280%