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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1226
Zions Bancorporation
Utah
$157K +$158K +2,397 New
CCMW
1227
Cypress Capital Management (Wyoming)
Wyoming
$153K – – –
PSI
1228
Pinnacle Summer Investments
Virginia
$152K – – –
JWM
1229
Jacobus Wealth Management
Wisconsin
$151K +$7.93K +120 +5%
PC
1230
Permit Capital
Pennsylvania
$150K – – –
FNBSF
1231
First National Bank Sioux Falls
South Dakota
$146K – – –
OC
1232
Oakworth Capital
Alabama
$143K – – –
GAM
1233
Gemmer Asset Management
California
$140K +$15.9K +240 +13%
GWS
1234
Glassman Wealth Services
Virginia
$136K – – –
TDC
1235
Thompson Davis & Co
Virginia
$133K -$34.9K -528 -21%
CCS
1236
Crosspoint Capital Strategies
California
$131K -$95.7K -1,448 -42%
FWC
1237
First Washington Corp
Washington
$131K – – –
MWAN
1238
Mariner Wealth Advisors (NYC)
Kansas
$128K +$130K +1,963 New
WA
1239
Waverly Advisors
Alabama
$118K -$22.4K -339 -16%
SAC
1240
Smith Affiliated Capital
New York
$118K – – –
NC
1241
NewSquare Capital
Pennsylvania
$109K -$66 -1 -0.1%
ATC
1242
Adirondack Trust Company
New York
$106K +$19.8K +300 +23%
LS
1243
Lupo Securities
Illinois
$106K +$107K +1,620 New
NYLIM
1244
New York Life Investment Management
New York
$105K – – –
AIC
1245
Ayalon Insurance Company
Israel
$92K +$92.6K +1,400 New
GWM
1246
Gupta Wealth Management
California
$89K +$90.5K +1,368 New
DAM
1247
Delta Asset Management
Tennessee
$87K – – –
CFA
1248
Carroll Financial Associates
North Carolina
$83K – – –
AIM
1249
Advantage Investment Management
Iowa
$80K -$13.2K -200 -14%
AIM
1250
Acuity Investment Management
Ontario, Canada
$78K +$79.3K +1,200 New
48 49
50
51 52