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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1001
Gradient Investments
Minnesota
$178K +$77.3K +1,672 +82%
JIC
1002
Joel Isaacson & Co
New York
$174K +$148K +3,200 +741%
TCOV
1003
Trust Company of Vermont
Vermont
$163K -$5.73K -124 -4%
BG
1004
Bollard Group
Massachusetts
$163K +$158K +3,420 New
NES
1005
New England Securities
New York
$160K +$185 +4 +0.1%
HCM
1006
Highlander Capital Management
New Jersey
$143K
OIA
1007
Optimum Investment Advisors
Illinois
$142K +$138K +2,980 New
BEAM
1008
Baker Ellis Asset Management
Washington
$133K
BC
1009
Bartlett & Co
Ohio
$130K +$1.29K +28 +1%
FM
1010
Forward Management
California
$123K -$129K -2,800 -50%
PWP
1011
Private Wealth Partners
California
$122K +$118K +2,560 New
IUAM
1012
Itau USA Asset Management
New York
$115K -$37K -800 -25%
IRS
1013
Invictus RG (Singapore)
Singapore
$115K -$3.33K -72 -3%
TF
1014
Trutina Financial
Washington
$106K +$103K +2,220 New
FNBSF
1015
First National Bank Sioux Falls
South Dakota
$98K
SFS
1016
Signator Financial Services
Massachusetts
$97K +$73.9K +1,600 +364%
BCI
1017
Brinker Capital Investments
Pennsylvania
$96K +$12.6K +272 +16%
AWMS
1018
Advocacy Wealth Management Services
Georgia
$91K +$74.1K +1,604 +729%
MFBTD
1019
MB Financial Bank - Trust Department
Illinois
$86K
CRM
1020
Cramer Rosenthal McGlynn
Connecticut
$84K
CB
1021
Chemical Bank
Michigan
$83K -$924 -20 -1%
Carson Wealth (CWM LLC)
1022
Carson Wealth (CWM LLC)
Nebraska
$81K +$78.7K +1,704 New
PIA
1023
Piedmont Investment Advisors
North Carolina
$78.9K
ECM
1024
ETrade Capital Management
Virginia
$78K -$924 -20 -1%
NC
1025
NewSquare Capital
Pennsylvania
$77K +$185 +4 +0.2%