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Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
1351
Independent Order of Foresters
Ontario, Canada
$159K -$169K -1,405 -51%
GSC
1352
Ground Swell Capital
South Carolina
$155K +$55.7K +463 +55%
PCTC
1353
Perkins Coie Trust Company
Washington
$154K
MMG
1354
Monetary Management Group
Missouri
$149K
JWM
1355
Jacobus Wealth Management
Wisconsin
$140K -$249K -2,070 -64%
BRWM
1356
B. Riley Wealth Management
Tennessee
$139K +$361 +3 +0.3%
GAM
1357
Gemmer Asset Management
California
$138K
SC
1358
SRB Corp
Massachusetts
$137K +$139K +1,159 New
LWM
1359
Lenox Wealth Management
Ohio
$135K +$20.9K +174 +18%
VNB
1360
Valley National Bancorp
New York
$134K
TIM
1361
Tortoise Investment Management
New York
$130K
KPCM
1362
Kings Point Capital Management
New York
$126K
CIM
1363
CenturyLink Investment Management
Colorado
$125K -$1.13M -9,440 -90%
SC
1364
Skylands Capital
Wisconsin
$113K -$77.7K -646 -40%
PIM
1365
Parasol Investment Management
Illinois
$112K
QAM
1366
QCI Asset Management
New York
$112K
RFA
1367
Reilly Financial Advisors
California
$111K
PIA
1368
Piedmont Investment Advisors
North Carolina
$101K -$2.77K -23 -3%
DOA
1369
D'Orazio & Associates
Virginia
$99K
WA
1370
WealthTrust-Arizona
Arizona
$97K -$15.6K -130 -14%
MAS
1371
Madden Advisory Services
Florida
$97K
Manulife (Manufacturers Life Insurance)
1372
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.8K +$3.29M +27,394 +4%
HFM
1373
Hartford Financial Management
Connecticut
$88K
CAL
1374
Capital Advisors Ltd
Ohio
$85K
RI
1375
Redwood Investments
Massachusetts
$85K