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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
551
North Star Investment Management
Illinois
$36K
MA
552
MUFG Americas
New York
$34K
CFB
553
Cullen/Frost Bankers
Texas
$33K +$33K +486 New
GLI
554
Guardian Life Insurance
New York
$32K
MG
555
MilWealth Group
Wisconsin
$30K
LWM
556
Liberty Wealth Management
California
$29K -$8.96K -132 -24%
CFGS
557
Concourse Financial Group Securities
Alabama
$28K -$6.78K -100 -20%
AIM
558
Advantage Investment Management
Iowa
$28K
LPC
559
Loeb Partners Corp
New York
$28K
TI
560
Truehand Inc
New Hampshire
$27K
APA
561
American Portfolios Advisors
New York
$26.2K
SLF
562
Sun Life Financial
Ontario, Canada
$19K -$12.3K -181 -39%
CAM
563
Cresset Asset Management
Illinois
$18K +$611 +9 +4%
LFA
564
Legacy Financial Advisors
Kentucky
$18K +$5.16K +76 +40%
VCM
565
Versant Capital Management
Arizona
$18K +$5.22K +77 +42%
First Manhattan
566
First Manhattan
New York
$18K +$9.84K +145 +123%
TFS
567
TrustCore Financial Services
Tennessee
$18K +$17.5K +258 New
TFGT
568
TS Financial Group (TSFG)
Illinois
$18K +$17.6K +260 New
GAM
569
Gemmer Asset Management
California
$17K -$4.82K -71 -22%
PB
570
Pinnacle Bancorp
Nebraska
$15K
SNT
571
Security National Trust
West Virginia
$15K
ZB
572
Zions Bancorporation
Utah
$15K +$15.3K +225 New
NWM
573
Northwest Wealth Management
Iowa
$14K
VNA
574
Valley National Advisers
Pennsylvania
$14K
GI
575
Gradient Investments
Minnesota
$13K