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Name Holding Trade Value Shares
Change
Change in
Stake
OC
351
Oakworth Capital
Alabama
$98K
JIR
352
James Investment Research
Ohio
$94K +$86.9K +1,750 New
ZB
353
Zions Bancorporation
Utah
$91K +$81.2K +1,635 +3,406%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$90K -$497 -10 -0.6%
QAM
355
QCI Asset Management
New York
$90K
QCG
356
Quadrant Capital Group
Ohio
$88K
FANJ
357
Financial Architects (New Jersey)
New Jersey
$82K -$43.7K -880 -37%
GWM
358
Geneos Wealth Management
Colorado
$81K
AIM
359
Advantage Investment Management
Iowa
$77K
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K +$1.59K +32 +2%
First Manhattan
361
First Manhattan
New York
$75K +$29.8K +600 +75%
FCB
362
First Command Bank
Texas
$72K
FCFS
363
First Command Financial Services
Texas
$72K
SIC
364
Salem Investment Counselors
North Carolina
$71K
BTIS
365
BB&T Investment Services
North Carolina
$71K +$16K +322 +49%
RFA
366
Reilly Financial Advisors
California
$56K
YWP
367
YorkBridge Wealth Partners
New York
$54K
CWM
368
Catamount Wealth Management
Connecticut
$54K +$49.7K +1,000 New
BAM
369
Barrett Asset Management
New York
$53K -$9.94K -200 -17%
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$47K +$1.84K +37 +4%
CWM
371
Cranbrook Wealth Management
Michigan
$43K
PG
372
Patten Group
Tennessee
$43K
WAM
373
Wealthspire Advisors (Maryland)
Maryland
$43K +$845 +17 +2%
TCM
374
Tradewinds Capital Management
Washington
$43K +$24.8K +500 +167%
RFS
375
Rockefeller Financial Services
New York
$39K