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Name Holding Trade Value Shares
Change
Change in
Stake
JG
201
Jefferies Group
New York
$781K -$214K -7,134 -22%
V
202
Veritable
Delaware
$733K
RA
203
Rational Advisors
New York
$732K +$712K +23,750 New
FNFDCM
204
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$667K +$3K +100 +0.5%
WAM
205
World Asset Management
Michigan
$627K -$82.4K -2,750 -12%
CCM
206
Catawba Capital Management
Virginia
$608K
AAM
207
Aston Asset Management
Illinois
$600K -$35.3K -1,178 -6%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$598K -$9.74K -325 -2%
KFC
209
Klingenstein Fields & Co
New York
$583K
CAM
210
Capstone Asset Management
Texas
$579K +$26.1K +870 +5%
CA
211
Commerzbank Aktiengesellschaft
Germany
$572K +$108K +3,608 +24%
ANRIA
212
American National Registered Investment Advisor
Texas
$550K
LFFS
213
La Francaise Forum Securities
Connecticut
$533K +$519K +17,300 New
WBC
214
Westpac Banking Corp
Australia
$516K +$97.9K +3,267 +24%
TCM
215
Telos Capital Management
California
$515K -$66.7K -2,226 -12%
TSW
216
Thompson Siegel & Walmsley
Virginia
$504K -$11.2K -373 -2%
HWA
217
Heritage Wealth Advisors
Virginia
$500K
ACM
218
Ashford Capital Management
Delaware
$498K
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$496K -$120 -4 -0%
SAM
220
Symphony Asset Management
California
$492K
Truist Financial
221
Truist Financial
North Carolina
$477K +$175K +5,845 +61%
GF
222
Gerstein Fisher
New York
$476K -$3.54K -118 -0.8%
Capital Fund Management (CFM)
223
Capital Fund Management (CFM)
France
$457K -$2.51M -83,864 -85%
CCM
224
Cadence Capital Management
Massachusetts
$455K +$442K +14,747 New
MNBTD
225
Moody National Bank Trust Division
Texas
$446K