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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1376
Systematic Financial Management
New Jersey
$153K
CAL
1377
Capital Analysts LLC
Pennsylvania
$153K
AA
1378
Apriem Advisors
California
$151K
RA
1379
Rational Advisors
New York
$151K +$147K +3,365 New
CG
1380
Colony Group
Massachusetts
$148K -$37.1K -852 -21%
CPA
1381
Cowen Prime Advisors
New York
$145K +$44 +1 +0%
NCM
1382
Nelson Capital Management
California
$142K
AC
1383
Alexandria Capital
Virginia
$136K +$305 +7 +0.2%
AWM
1384
AllSquare Wealth Management
New York
$128K +$124K +2,850 New
HIM
1385
Hillsdale Investment Management
Ontario, Canada
$126K -$34.8K -800 -22%
ASN
1386
Advisory Services Network
Georgia
$124K +$122K +2,794 New
PVH
1387
Psagot Value Holdings
Israel
$122K +$10.9K +250 +10%
SIA
1388
SeaBridge Investment Advisors
New Jersey
$117K
TC
1389
TradeLink Capital
Illinois
$117K +$52.8K +1,212 +87%
CPIG
1390
Chicago Partners Investment Group
Illinois
$117K +$113K +2,600 New
KA
1391
Klingman & Associates
New York
$117K +$114K +2,612 New
AIM
1392
Acropolis Investment Management
Missouri
$115K
PIM
1393
Parasol Investment Management
Illinois
$109K +$40.7K +935 +63%
LWM
1394
Lenox Wealth Management
Ohio
$108K +$6.27K +144 +6%
FWM
1395
Focused Wealth Management
New York
$107K -$3.09K -71 -3%
CHP
1396
Cable Hill Partners
Oregon
$106K +$103K +2,359 New
VNB
1397
Valley National Bancorp
New York
$104K +$2.44K +56 +3%
IPC
1398
Independent Portfolio Consultants
Florida
$102K
CFA
1399
Carroll Financial Associates
North Carolina
$101K -$2.18K -50 -2%
BG
1400
Bollard Group
Massachusetts
$101K