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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
551
Plante Moran Financial Advisors
Michigan
$69K +$3.49K +56 +6%
RIM
552
Rampart Investment Management
Connecticut
$63K +$60.6K +974 New
Lazard Asset Management
553
Lazard Asset Management
New York
$54K -$2.92M -46,920 -98%
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$623 +10 +1%
JFA
555
JNBA Financial Advisors
Minnesota
$51K – – –
OC
556
Oakworth Capital
Alabama
$51K – – –
PB
557
Pinnacle Bancorp
Nebraska
$51K +$48.9K +786 New
IR
558
Invictus RG
Bermuda
$48K -$340K -5,462 -88%
PIM
559
Parasol Investment Management
Illinois
$47K -$75K -1,205 -62%
TC
560
Trust Company
Kansas
$47K +$21.8K +350 +95%
BWM
561
Baystate Wealth Management
Massachusetts
$44K +$42.2K +677 New
SFG
562
SevenBridge Financial Group
Pennsylvania
$43K -$108K -1,735 -72%
IDBONY
563
Israel Discount Bank of New York
New York
$42K +$13.4K +215 +51%
CAL
564
Capital Analysts LLC
Pennsylvania
$41.9K -$3.61K -58 -8%
BWA
565
Burt Wealth Advisors
Maryland
$41K – – –
PA
566
Parallel Advisors
California
$39K +$18.3K +294 +92%
WP
567
WealthPLAN Partners
Nebraska
$38.6K +$37.2K +597 New
ED
568
Exane Derivatives
France
$38.3K +$4.55K +73 +14%
TWA
569
TCI Wealth Advisors
Arizona
$38K +$9.59K +154 +35%
CB
570
Community Bank
New York
$36K -$2.18K -35 -6%
CLOS
571
Compagnie Lombard Odier SCmA
Switzerland
$34K -$498K -8,000 -94%
Bessemer Group
572
Bessemer Group
New Jersey
$33K -$56.9K -913 -64%
TCOV
573
Trust Company of Vermont
Vermont
$33K -$8.16K -131 -21%
CPA
574
Cowen Prime Advisors
New York
$33K – – –
GT
575
Glenmede Trust
Pennsylvania
$31K -$12.5K -200 -28%