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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
501
Security National Trust
West Virginia
$41K -$6.09K -190 -13%
GLI
502
Guardian Life Insurance
New York
$40K +$417 +13 +1%
RFWA
503
RPg Family Wealth Advisory
Massachusetts
$39.5K – – –
PA
504
Parallel Advisors
California
$39K +$39.8K +1,241 New
WTB
505
Washington Trust Bank
Washington
$36K -$31K -965 -46%
EA
506
Edge Advisors
Georgia
$34K +$34.5K +1,076 New
FNBT
507
FineMark National Bank & Trust
Florida
$33K – – –
AIM
508
Acrospire Investment Management
Illinois
$31K +$2.31K +72 +8%
IPC
509
Independent Portfolio Consultants
Florida
$30K -$10.7K -335 -26%
NFG
510
Next Financial Group
Texas
$28K +$9.62K +300 +51%
WIM
511
Westside Investment Management
California
$27.6K +$27.3K +851 New
M
512
MOTCO
Texas
$27K +$27.1K +845 New
TDC
513
Thompson Davis & Co
Virginia
$26K -$5.1K -159 -16%
CAW
514
Cornerstone Advisors (Washington)
Washington
$26K -$385 -12 -1%
CIM
515
Contravisory Investment Management
Massachusetts
$26K +$12.3K +385 +85%
BIG
516
Bellwether Investment Group
Tennessee
$25K +$25.7K +800 New
CLOS
517
Compagnie Lombard Odier SCmA
Switzerland
$24K -$24.1K -750 -50%
ZB
518
Zions Bancorporation
Utah
$23K – – –
PCM
519
Penserra Capital Management
California
$21K +$4.65K +145 +27%
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$20K +$10.4K +325 +102%
TIM
521
Tortoise Investment Management
New York
$19K – – –
First Manhattan
522
First Manhattan
New York
$18K – – –
WPA
523
West Paces Advisors
Georgia
$16.8K +$17.1K +532 New
FPF
524
FNY Partners Fund
New York
$16K +$16K +500 New
VCM
525
Versant Capital Management
Arizona
$15K -$2.92K -91 -16%