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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
501
Financial Architects (New Jersey)
New Jersey
$13K -$1.65K -15 -12%
PCP
502
Proficio Capital Partners
Massachusetts
$12K +$4.85K +44 +66%
LAM
503
Lebenthal Asset Management
New York
$12K +$12.1K +110 New
CS
504
Credential Securities
$11.9K +$10.6K +96 +960%
ZB
505
Zions Bancorporation
Utah
$11K +$3.2K +29 +45%
MWP
506
MYCIO Wealth Partners
Pennsylvania
$10K -$3.86K -35 -28%
EFSCE
507
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
SWA
508
Sutton Wealth Advisors
Florida
$8.55K
CTC
509
Central Trust Company
Missouri
$8K -$7.17K -65 -46%
EDRPMB
510
Edmond de Rothschild Private Merchant Banking
United Kingdom
$8K +$7.83K +71 New
RFA
511
Reilly Financial Advisors
California
$7K
PG
512
PEAK6 Group
Illinois
$6K +$5.96K +54 New
NYLT
513
New York Life Trust
New York
$5K -$7.39K -67 -59%
FAM
514
Fortaleza Asset Management
Illinois
$4.84K
TFO
515
Tarbox Family Office
California
$4K
WTB
516
Washington Trust Bank
Washington
$3K -$3.2K -29 -52%
ASN
517
Advisory Services Network
Georgia
$3K
HCM
518
Herndon Capital Management
Georgia
$3K
PRS
519
Pinkerton Retirement Specialists
Idaho
$3K
SF
520
Synovus Financial
Georgia
$3K
SA
521
SRH Advisors
Kansas
$2K
HW
522
Hedeker Wealth
Illinois
$1.03K -$1.05M -9,564 -99%
RWM
523
Raffa Wealth Management
District of Columbia
$1.01K
KT
524
Kanaly Trust
Texas
$1K
ABI
525
Abrams Bison Investments
Maryland
-$86.5M -792,000 Closed