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Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bartlett & Co
Ohio
$51K +$50.3K +698 New
NFG
502
Next Financial Group
Texas
$49K +$28.5K +395 +141%
CCM
503
Cribstone Capital Management
Maine
$49K +$47.8K +663 New
NFH
504
NEXT Financial Holdings
Texas
$49K +$48.7K +675 New
RIA
505
RPG Investment Advisory
California
$48K +$39.3K +545 +545%
IR
506
IAT Reinsurance
New York
$48K +$46.6K +647 New
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$47K +$46.1K +640 New
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$47K +$46.4K +644 New
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$46K +$33.2K +460 +280%
HDIM
510
Hanson & Doremus Investment Management
Vermont
$45K +$40.1K +556 +1,112%
AIM
511
Assured Investment Management
New York
$43K +$42.1K +584 New
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K -$164K -2,269 -80%
FMT
513
First Mercantile Trust
Tennessee
$41K +$40.3K +559 New
NSIM
514
North Star Investment Management
Illinois
$41K +$40.5K +562 New
FHA
515
Flagship Harbor Advisors
Massachusetts
$38K +$22.3K +310 +148%
NEAM
516
New England Asset Management
Connecticut
$38K +$36.8K +511 New
ECM
517
Estabrook Capital Management
New York
$37.2K +$36.4K +505 New
RFA
518
Reilly Financial Advisors
California
$37K +$7.5K +104 +26%
EDRH
519
Edmond de Rothschild Holding
Switzerland
$37K +$36K +500 New
AIM
520
Anchor Investment Management
South Carolina
$36.3K +$35.5K +493 New
PCM
521
Penserra Capital Management
California
$36K -$1.01K -14 -3%
HCM
522
Highlander Capital Management
New Jersey
$35K +$34.1K +473 New
CFB
523
Cullen/Frost Bankers
Texas
$34K +$33.7K +468 New
HR
524
Howe & Rusling
New York
$33K +$28.3K +392 +784%
Carson Wealth (CWM LLC)
525
Carson Wealth (CWM LLC)
Nebraska
$32K -$36.6K -508 -57%