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National Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
Nuveen
26
Nuveen
North Carolina
$402K
OQS
27
Occudo Quantitative Strategies
Florida
$377K +$385K +10,540 New
DADC
28
D.A. Davidson & Co
Montana
$369K +$6.75K +185 +2%
CA
29
Carson Advisory
Georgia
$364K
KWM
30
Kingsview Wealth Management
Oregon
$331K
Bank of America
31
Bank of America
North Carolina
$303K -$111K -3,051 -27%
PTC
32
Private Trust Company
Ohio
$273K
AQR Capital Management
33
AQR Capital Management
Connecticut
$270K +$25.5K +699 +10%
Citadel Advisors
34
Citadel Advisors
Florida
$264K +$264K +7,242 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$262K -$72.1K -1,976 -22%
Cerity Partners
36
Cerity Partners
New York
$260K -$730 -20 -0.3%
Wells Fargo
37
Wells Fargo
California
$259K -$176K -4,835 -40%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$257K +$257K +7,048 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$248K +$249K +6,824 New
GS
40
GTS Securities
Florida
$248K +$248K +6,800 New
AAS
41
AdviceOne Advisory Services
Connecticut
$237K
MWM
42
Mindset Wealth Management
Indiana
$235K
MAM
43
Marotta Asset Management
Virginia
$233K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$227K +$70.3K +1,925 +45%
Jane Street
45
Jane Street
New York
$223K +$223K +6,117 New
GWM
46
Geneos Wealth Management
Colorado
$194K
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$161K -$2.26K -62 -1%
LFG
48
Larson Financial Group
Missouri
$153K
MIM
49
MetLife Investment Management
New Jersey
$125K
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$115K