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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
1351
Perkins Coie Trust Company
Washington
$147K
ACM
1352
Antonetti Capital Management
Florida
$145K -$37.2K -335 -21%
MMG
1353
Monetary Management Group
Missouri
$142K
VNB
1354
Valley National Bancorp
New York
$129K
TIM
1355
Tortoise Investment Management
New York
$124K
OSAM
1356
O'Shaughnessy Asset Management
Connecticut
$124K +$66.4K +598 +121%
KPCM
1357
Kings Point Capital Management
New York
$121K +$23.2K +209 +24%
LWM
1358
Lenox Wealth Management
Ohio
$119K
BRWM
1359
B. Riley Wealth Management
Tennessee
$119K +$117K +1,052 New
WA
1360
WealthTrust-Arizona
Arizona
$112K +$13.6K +122 +14%
AWM
1361
Avior Wealth Management
Nebraska
$110K +$108K +969 New
QAM
1362
QCI Asset Management
New York
$107K -$5.33K -48 -5%
DOA
1363
D'Orazio & Associates
Virginia
$95K
PIM
1364
Parasol Investment Management
Illinois
$94K +$20K +180 +28%
MAS
1365
Madden Advisory Services
Florida
$93K +$69.5K +626 +318%
Manulife (Manufacturers Life Insurance)
1366
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.2K +$431K +3,876 +0.5%
HFM
1367
Hartford Financial Management
Connecticut
$85K
NIM
1368
NuWave Investment Management
New Jersey
$84K -$64K -576 -44%
CAL
1369
Capital Advisors Ltd
Ohio
$81K
RI
1370
Redwood Investments
Massachusetts
$81K
PAS
1371
Partnervest Advisory Services
California
$79K +$6.78K +61 +10%
RFA
1372
Reilly Financial Advisors
California
$76K
PIA
1373
Piedmont Investment Advisors
North Carolina
$72.4K
PFO
1374
Pathstone Family Office
New Jersey
$71K
GGPS
1375
Gary Goldberg Planning Services
New York
$67K -$18.9K -170 -22%