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Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$101K – – –
NSIM
302
North Star Investment Management
Illinois
$94K – – –
CHA
303
Carmichael Hill & Associates
Maryland
$93K – – –
1832 Asset Management
304
1832 Asset Management
Ontario, Canada
$92K -$1.44M -8,755 -94%
CBT
305
CoreFirst Bank & Trust
Kansas
$92K – – –
BC
306
Bartlett & Co
Ohio
$88K – – –
ASN
307
Advisory Services Network
Georgia
$88K +$82.4K +502 New
BCWM
308
Bartlett & Co Wealth Management
Ohio
$87.8K – – –
RE
309
RBC Europe
United Kingdom
$87.4K – – –
SSB
310
Sandy Spring Bank
Maryland
$71K – – –
WB
311
Webster Bank
Connecticut
$70K – – –
BCA
312
Berman Capital Advisors
Georgia
$70K +$164 +1 +0.2%
CFB
313
Cullen/Frost Bankers
Texas
$69K – – –
TJHA
314
Thomas J. Herzfeld Advisors
Florida
$69K +$24.5K +149 +60%
AF
315
Advisornet Financial
Minnesota
$65K – – –
GWS
316
Glassman Wealth Services
Virginia
$64K +$821 +5 +1%
HSBC Holdings
317
HSBC Holdings
United Kingdom
$63K +$59.3K +361 New
OC
318
Oakworth Capital
Alabama
$57K – – –
IA
319
IFP Advisors
Florida
$56K +$9.69K +59 +23%
AF
320
Allworth Financial
California
$54K – – –
NFG
321
Next Financial Group
Texas
$53K +$19K +116 +62%
CLOS
322
Compagnie Lombard Odier SCmA
Switzerland
$52K – – –
LF
323
Lee Financial
Texas
$52K – – –
OIA
324
Optimum Investment Advisors
Illinois
$52K – – –
BFEC
325
Benjamin F. Edwards & Company
Missouri
$50K +$164 +1 +0.4%