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Name Holding Trade Value Shares
Change
Change in
Stake
QAM
826
QCI Asset Management
New York
$12K – – –
SNT
827
Security National Trust
West Virginia
$12K +$7.97K +185 +220%
CA
828
CapWealth Advisors
Tennessee
$11K – – –
ZTNA
829
Zions Trust National Association
Utah
$11K – – –
MA
830
MCF Advisors
Kentucky
$11K +$1.77K +41 +20%
TWA
831
TCI Wealth Advisors
Arizona
$8K – – –
HI
832
Hudock Inc
Pennsylvania
$6K – – –
TIM
833
Tortoise Investment Management
New York
$6K +$5.95K +138 New
WOC
834
West Oak Capital
California
$5.92K – – –
NIM
835
NuWave Investment Management
New Jersey
$5K -$17.8K -414 -78%
ACM
836
Antonetti Capital Management
Florida
$5K – – –
LWA
837
Lenox Wealth Advisors
New York
$5K – – –
MAM
838
Meeder Asset Management
Ohio
$5K – – –
PSC
839
Prentiss Smith & Co
Vermont
$5K – – –
Carson Wealth (CWM LLC)
840
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.17K +120 New
FAM
841
Fred Alger Management
New York
$4K -$3.02K -70 -45%
RIA
842
Regal Investment Advisors
Michigan
$4K -$172 -4 -4%
DAM
843
Delta Asset Management
Tennessee
$4K – – –
SJ
844
Stilwell Joseph
$3K – – –
TCOV
845
Trust Company of Vermont
Vermont
$3K – – –
HDIM
846
Hanson & Doremus Investment Management
Vermont
$3K +$3.02K +70 New
HRIA
847
Haberer Registered Investment Advisor
Ohio
$3K +$3.19K +74 New
MWP
848
MYCIO Wealth Partners
Pennsylvania
$2K +$1.64K +38 New
FWM
849
Focused Wealth Management
New York
$2K +$2.07K +48 New
IC
850
Institutional Capital
Illinois
– -$87.3M -2,141,497 Closed