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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1026
Weatherly Asset Management
California
$506K +$35.8K +227 +8%
KP
1027
Keel Point
Alabama
$506K +$499K +3,166 New
HR
1028
Howe & Rusling
New York
$505K -$19.5K -124 -4%
MRCM
1029
M&R Capital Management
New Jersey
$504K +$83.5K +530 +20%
MWP
1030
MYCIO Wealth Partners
Pennsylvania
$504K +$331K +2,100 +200%
PP
1031
Patten & Patten
Tennessee
$503K +$7.88K +50 +2%
SRAM
1032
Stone Ridge Asset Management
New York
$496K
EWM
1033
Empirical Wealth Management
Washington
$490K -$31.5K -200 -6%
ACM
1034
Alta Capital Management
Utah
$489K
CFA
1035
Carroll Financial Associates
North Carolina
$486K
Jones Financial Companies
1036
Jones Financial Companies
Missouri
$484K -$69.8K -443 -13%
FNBTCON
1037
First National Bank & Trust Co of Newtown
Pennsylvania
$484K
UR
1038
USCA RIA
Texas
$484K +$33.4K +212 +8%
SIM
1039
SSI Investment Management
California
$483K -$348K -2,211 -42%
FMB
1040
Field & Main Bank
Kentucky
$482K -$7.88K -50 -2%
CG
1041
Colony Group
Massachusetts
$481K +$8.35K +53 +2%
KB
1042
Kimelman & Baird
New York
$480K
Manulife (Manufacturers Life Insurance)
1043
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478K -$22.4M -142,409 -5%
MA
1044
Montag & Associates
Georgia
$477K
FSA
1045
Franklin Street Advisors
North Carolina
$473K +$6.3K +40 +1%
MBT
1046
Montecito Bank & Trust
California
$472K +$2.05K +13 +0.4%
BCP
1047
Blue Chip Partners
Michigan
$470K +$22.4K +142 +5%
RMDI
1048
R.M. Davis Inc
Maine
$467K
CBU
1049
CIBC Bank USA
Illinois
$466K +$163K +1,035 +55%
SSWM
1050
Smith Salley Wealth Management
North Carolina
$464K +$2.83K +18 +0.6%