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Name Holding Trade Value Shares
Change
Change in
Stake
OC
576
Oakworth Capital
Alabama
$14K +$15K +724 New
NHFG
577
New Harbor Financial Group
Massachusetts
$12K – – –
SMG
578
Spectrum Management Group
Indiana
$12K +$12.4K +600 New
TWM
579
Torch Wealth Management
Ohio
$12K +$12.4K +600 New
HMS
580
Hanseatic Management Services
New Mexico
$11K +$745 +36 +7%
ClearBridge Investments
581
ClearBridge Investments
New York
$11K +$2.94K +142 +36%
WA
582
WFG Advisors
Texas
$10K -$16K -776 -60%
WTC
583
WhitTier Trust Company
Nevada
$10K – – –
TDC
584
Thompson Davis & Co
Virginia
$10K +$10.3K +500 New
ASN
585
Advisory Services Network
Georgia
$10K +$10.5K +508 New
EU
586
Emory University
Georgia
$9K – – –
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
LWM
588
LBA Wealth Management
Florida
$9K +$9.31K +450 New
First Manhattan
589
First Manhattan
New York
$7K – – –
WEC
590
Winslow Evans & Crocker
Massachusetts
$7K +$7.61K +368 New
FWC
591
First Washington Corp
Washington
$6K – – –
SFM
592
Systematic Financial Management
New Jersey
$4K -$70.4M -3,405,200 -100%
CFA
593
Camarda Financial Advisors
Florida
$4K – – –
ICM
594
ICC Capital Management
Florida
$4K – – –
TCM
595
Tradewinds Capital Management
Washington
$4K +$4.47K +216 New
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$3.91K +$4.09K +198 New
PSI
597
Pinnacle Summer Investments
Virginia
$3K – – –
TWA
598
TCI Wealth Advisors
Arizona
$3K – – –
FAM
599
Fortaleza Asset Management
Illinois
$3K +$2.9K +140 New
SMA
600
Simply Money Advisors
Ohio
$2K -$5.58K -270 -77%