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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$25K
FAM
227
Formidable Asset Management
Ohio
$25K
FWM
228
Focused Wealth Management
New York
$18K +$86 +8 +0.5%
FNBSF
229
First National Bank Sioux Falls
South Dakota
$15K +$14.9K +1,392 New
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$14K +$13.5K +1,263 New
PMFA
231
Plante Moran Financial Advisors
Michigan
$11K
NFG
232
Next Financial Group
Texas
$10K -$5.35K -500 -33%
CGT
233
Capital Guardian Trust
California
$10K +$9.79K +916 New
WCBA
234
Weaver C. Barksdale & Associates
Tennessee
$9K -$2.11K -197 -19%
BAM
235
Bruderman Asset Management
New York
$9K +$9.09K +850 New
LWA
236
Lenox Wealth Advisors
New York
$8K
JWA
237
JFS Wealth Advisors
Pennsylvania
$8K +$43 +4 +0.6%
TDC
238
Thompson Davis & Co
Virginia
$7K -$900K -84,175 -99%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$6.54K -$7.22K -675 -53%
HPBT
240
High Point Bank & Trust
North Carolina
$6K
SSB
241
Sandy Spring Bank
Maryland
$6K +$5.54K +518 New
CHP
242
Cable Hill Partners
Oregon
$5K -$1.07K -100 -18%
FMP
243
Financial Management Professionals
Texas
$5K
MCA
244
Mercer Capital Advisers
New Jersey
$5K
RFA
245
Reilly Financial Advisors
California
$5K +$5.35K +500 New
BGIM
246
Brandywine Global Investment Management
Pennsylvania
$4K
CCM
247
Cupps Capital Management
Illinois
$3K
GAM
248
Gemmer Asset Management
California
$3K +$1.57K +147 +128%
WP
249
WealthPLAN Partners
Nebraska
$3K +$3.21K +300 New
LNB
250
Ledyard National Bank
$2K