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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$25K – – –
PTC
402
Private Trust Company
Ohio
$21K -$1.55K -36 -7%
WTB
403
Washington Trust Bank
Washington
$19K – – –
PFO
404
Pathstone Family Office
New Jersey
$19K +$19.4K +450 New
FWM
405
Focused Wealth Management
New York
$17K – – –
TCOV
406
Trust Company of Vermont
Vermont
$17K – – –
VFA
407
Virtus Fund Advisers
Connecticut
$15K -$117K -2,721 -89%
TWA
408
TCI Wealth Advisors
Arizona
$15K +$430 +10 +3%
BGIM
409
Brandywine Global Investment Management
Pennsylvania
$14K – – –
OC
410
Oakworth Capital
Alabama
$14K – – –
TCM
411
Tradewinds Capital Management
Washington
$14K – – –
CAW
412
Cornerstone Advisors (Washington)
Washington
$12K – – –
NFG
413
Next Financial Group
Texas
$12K +$12.9K +300 New
WRM
414
Westport Resources Management
Connecticut
$11K – – –
1IC
415
1919 Investment Counsel
Maryland
$8K – – –
LFR
416
Lehman Financial Resources
Pennsylvania
$8K +$8.61K +200 New
FAM
417
Formidable Asset Management
Ohio
$6K – – –
TDC
418
Thompson Davis & Co
Virginia
$5K +$5.42K +126 New
BOK
419
Bank of Kentucky
Kentucky
$4K – – –
BFEC
420
Benjamin F. Edwards & Company
Missouri
$4K – – –
OCM
421
One Capital Management
California
$4K +$4.17K +97 New
WA
422
WFG Advisors
Texas
$3K +$1.38K +32 +110%
WEC
423
Winslow Evans & Crocker
Massachusetts
$2.92K – – –
FCCM
424
First City Capital Management
Georgia
$2.29K – – –
HR
425
Howe & Rusling
New York
$2K -$86 -2 -4%