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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
551
Institutional & Family Asset Management
Colorado
$82K
AA
552
Ancora Advisors
Ohio
$74K
OIA
553
Optimum Investment Advisors
Illinois
$74K
WQ
554
Wealth Quarterback
New Jersey
$74K +$79K +339 New
PMFA
555
Plante Moran Financial Advisors
Michigan
$73K
FMT
556
First Mercantile Trust
Tennessee
$72K -$8.15K -35 -10%
S
557
SignatureFD
Georgia
$68K +$1.86K +8 +3%
NIM
558
NuWave Investment Management
New Jersey
$67K +$71.7K +308 New
CI
559
CX Institutional
Indiana
$65K +$1.63K +7 +2%
ST
560
Smithfield Trust
Pennsylvania
$63K
First Manhattan
561
First Manhattan
New York
$62K -$91.5K -393 -58%
SSC
562
Syverson Strege & Co
Iowa
$62K +$233 +1 +0.4%
IA
563
IFP Advisors
Florida
$61K +$3.03K +13 +5%
Jones Financial Companies
564
Jones Financial Companies
Missouri
$60K
AS
565
Altshuler Shaham
Israel
$55K +$58.2K +250 New
SWM
566
Sugarloaf Wealth Management
Georgia
$54K
PA
567
Parallel Advisors
California
$53K +$4.43K +19 +8%
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$38K
SOW
569
State of Wyoming
Wyoming
$38K +$40.5K +174 New
PFA
570
Professional Financial Advisors
Nebraska
$37K
BFC
571
Bedel Financial Consulting
Indiana
$36K
WT
572
Washington Trust
Rhode Island
$36K
BCA
573
Berman Capital Advisors
Georgia
$36K +$15.1K +65 +64%
WB
574
Webster Bank
Connecticut
$34K
EWM
575
Edge Wealth Management
New York
$32K