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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
301
Dynamic Advisor Solutions
Arizona
$80K
ICAS
302
Investors Capital Advisory Services
Massachusetts
$79K -$11.6K -300 -12%
JIC
303
Joel Isaacson & Co
New York
$79K
RCM
304
Rotella Capital Management
Washington
$78K -$7.6K -196 -9%
KM
305
KS Management
New York
$78K
WSFS
306
Wilmington Savings Fund Society
Delaware
$78K
WA
307
WFG Advisors
Texas
$76K +$38.8K +1,000 +97%
VF
308
Virtu Financial
New York
$76K +$79.1K +2,040 New
ANBTV
309
American National Bank & Trust (Virginia)
Virginia
$75K
DAM
310
Deltec Asset Management
New York
$75K
SSWM
311
Smith Salley Wealth Management
North Carolina
$75K
VNA
312
Valley National Advisers
Pennsylvania
$75K
AWP
313
Ascent Wealth Partners
New York
$75K +$1.51K +39 +2%
BO
314
BRR OpCo
Ohio
$75K +$19.4K +500 +33%
JIC
315
Johnson Investment Counsel
Ohio
$73K +$32.3K +832 +72%
CA
316
Cetera Advisors
Colorado
$70K -$27.1K -700 -27%
VAM
317
Visium Asset Management
New York
$68K
ISL
318
Ingalls & Snyder LLC
New York
$67K
OPERF
319
Oregon Public Employees Retirement Fund
Oregon
$66K -$4.65K -120 -6%
LWCFA
320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K -$38.8K -1,000 -38%
MCM
321
MV Capital Management
Maryland
$61K +$40.8K +1,053 +181%
WBC
322
Westpac Banking Corp
Australia
$60.6K -$455K -11,736 -88%
MSU
323
Mizuho Securities USA
New York
$60K -$559K -14,431 -90%
AAM
324
Aberdeen Asset Management
United Kingdom
$59K
SAM
325
Silvercrest Asset Management
New York
$58K