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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$21K +$6.69K +3,002 +60%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$18K
RA
103
Rational Advisors
New York
$16K +$13.4K +6,000 New
EDRH
104
Edmond de Rothschild Holding
Switzerland
$13K
JP Morgan Chase
105
JP Morgan Chase
New York
$13K +$11.1K +5,000 New
WIM
106
Westside Investment Management
California
$9.33K
AWM
107
AllSquare Wealth Management
New York
$9K
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$9K
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$8K +$6.68K +3,000 New
ASN
110
Advisory Services Network
Georgia
$7K
SIAP
111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K
FANJ
112
Financial Architects (New Jersey)
New Jersey
$7K +$1.34K +600 +30%
CG
113
Cutler Group
California
$6K -$891 -400 -13%
ClearBridge Investments
114
ClearBridge Investments
New York
$5K
FWM
115
Focused Wealth Management
New York
$4K
JG
116
Jefferies Group
New York
$4K +$3.12K +1,400 New
BBHC
117
Brown Brothers Harriman & Co
New York
$3K
DOA
118
D'Orazio & Associates
Virginia
$3K
HNB
119
Huntington National Bank
Ohio
$3K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$3K +$2.22K +995 +9,950%
ARMC
121
American Research & Management Company
Massachusetts
$2K
MWM
122
MinichMacGregor Wealth Management
New York
$2K
OC
123
Oakworth Capital
Alabama
$2K
OFW
124
Omnia Family Wealth
Florida
$2K +$1.73K +777 New
WEC
125
Winslow Evans & Crocker
Massachusetts
$1.31K