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Name Holding Trade Value Shares
Change
Change in
Stake
CB
501
Chemical Bank
Michigan
$202K +$193K +10,026 New
AAM
502
Advisors Asset Management
Colorado
$192K +$63.9K +3,326 +54%
GIS
503
Guardian Investor Services
New York
$168K -$1.73K -90 -1%
RNS
504
Robert N. Shapiro
$156K -$6.92K -360 -4%
OIA
505
Optimum Investment Advisors
Illinois
$155K +$148K +7,690 New
FNBT
506
FineMark National Bank & Trust
Florida
$137K +$1.42K +74 +1%
NYLT
507
New York Life Trust
New York
$123K -$20.5K -1,066 -15%
SCM
508
Sigma Capital Management
Connecticut
$121K +$115K +6,000 New
SSG
509
Summit Securities Group
New York
$121K +$115K +6,000 New
FAM
510
Formidable Asset Management
Ohio
$120K +$114K +5,924 New
BRWA
511
B. Riley Wealth Advisors
Florida
$115K -$1.27K -66 -1%
MCM
512
Manchester Capital Management
Vermont
$109K – – –
S
513
SignatureFD
Georgia
$98K – – –
SAMC
514
Shinko Asset Management Company
Japan
$93K -$7.69K -400 -8%
PCM
515
Prelude Capital Management
New York
$93K +$88.7K +4,614 New
HRIA
516
Haberer Registered Investment Advisor
Ohio
$90K -$7.69K -400 -8%
EWM
517
Evercore Wealth Management
New York
$90K – – –
OSNBOA
518
Old Second National Bank of Aurora
Illinois
$84K – – –
BBHC
519
Brown Brothers Harriman & Co
New York
$81K – – –
IMS
520
Index Management Solutions
Pennsylvania
$74K +$70.9K +3,688 New
TF
521
Trutina Financial
Washington
$70K -$1.13M -58,810 -94%
ECM
522
ETrade Capital Management
Virginia
$68K +$17.7K +920 +38%
LIA
523
LS Investment Advisors
Michigan
$67K +$30.4K +1,580 +90%
MA
524
MCF Advisors
Kentucky
$62K -$11.4K -594 -17%
DADC
525
D.A. Davidson & Co
Montana
$61K -$271K -14,094 -82%