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Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$130K -$7.4K -214 -5%
IIC
502
Integrated Investment Consultants
Michigan
$119K – – –
JWM
503
Jacobus Wealth Management
Wisconsin
$117K – – –
CS
504
Credential Securities
$102K -$6.02K -174 -6%
JIR
505
James Investment Research
Ohio
$99K +$81.3K +2,350 +443%
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$98K +$3.98K +115 +4%
MCM
507
Manchester Capital Management
Vermont
$94K – – –
CF
508
CenterStar Fund
Illinois
$90K – – –
TRCT
509
Tower Research Capital (TRC)
New York
$86K -$103K -2,966 -54%
TCOV
510
Trust Company of Vermont
Vermont
$86K +$4.15K +120 +5%
WTB
511
Washington Trust Bank
Washington
$72K +$1.14K +33 +2%
ST
512
Smithfield Trust
Pennsylvania
$69K -$346 -10 -0.5%
WRM
513
Westport Resources Management
Connecticut
$69K – – –
GBBWRPM
514
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$61K – – –
NCMG
515
NCM Capital Management Group
North Carolina
$55K – – –
EWM
516
Endurance Wealth Management
Rhode Island
$54K +$55.3K +1,600 New
AIM
517
Advantage Investment Management
Iowa
$53K – – –
CLOS
518
Compagnie Lombard Odier SCmA
Switzerland
$51K – – –
SNT
519
Security National Trust
West Virginia
$51K – – –
IPC
520
Independent Portfolio Consultants
Florida
$44K – – –
GLI
521
Guardian Life Insurance
New York
$43K – – –
RFWA
522
RPg Family Wealth Advisory
Massachusetts
$42.9K -$43.2K -1,250 -50%
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
$42K +$41.9K +1,212 New
FNBT
524
FineMark National Bank & Trust
Florida
$36K +$13.7K +395 +61%
TDC
525
Thompson Davis & Co
Virginia
$33K +$35 +1 +0.1%