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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1726
Stanford Investment Group
California
$157K
FNBSF
1727
First National Bank Sioux Falls
South Dakota
$157K +$15.1K +312 +11%
IPC
1728
Independent Portfolio Consultants
Florida
$151K +$42.8K +887 +40%
IWC
1729
Integrated Wealth Counsel
California
$148K
LOT
1730
Lombard Odier Transatlantic
Quebec, Canada
$146K +$145K +3,010 New
HCM
1731
Highlander Capital Management
New Jersey
$144K +$290 +6 +0.2%
TDC
1732
Thompson Davis & Co
Virginia
$138K -$52.7K -1,092 -28%
DOA
1733
D'Orazio & Associates
Virginia
$138K +$33K +684 +32%
MWAN
1734
Mariner Wealth Advisors (NYC)
Kansas
$134K +$133K +2,760 New
PVH
1735
Psagot Value Holdings
Israel
$132K -$97.3K -2,016 -43%
IMS
1736
Index Management Solutions
Pennsylvania
$127K -$61.8K -1,280 -33%
GWS
1737
Glassman Wealth Services
Virginia
$127K -$20.7K -428 -14%
WA
1738
Winfield Associates
Ohio
$117K
PCTC
1739
Perkins Coie Trust Company
Washington
$114K -$2.46K -51 -2%
AP
1740
Atwood & Palmer
Missouri
$110K -$38.5K -797 -26%
SHJ
1741
Sharkey, Howes & Javer
Colorado
$108K +$107K +2,227 New
WAM
1742
Wolverine Asset Management
Illinois
$107K +$107K +2,216 New
TIM
1743
Tortoise Investment Management
New York
$102K +$45.9K +950 +83%
PFG
1744
Piershale Financial Group
Illinois
$101K +$1.5K +31 +2%
SFPIA
1745
Stevens First Principles Investment Advisors
California
$98K
BL
1746
Balentine LLC
Georgia
$98K +$96.8K +2,006 New
DMK
1747
David M. Knott
$80.9K +$12.7K +263 +19%
CD
1748
Carl Domino
Florida
$77K -$313K -6,476 -80%
AWM
1749
Avior Wealth Management
Nebraska
$76K +$30.8K +639 +70%
SC
1750
Saturna Capital
Washington
$75K