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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
351
Partnervest Advisory Services
California
$50K +$48K +829 New
FNBT
352
FineMark National Bank & Trust
Florida
$38K -$405 -7 -1%
DADC
353
D.A. Davidson & Co
Montana
$38K +$2.72K +47 +8%
NYLT
354
New York Life Trust
New York
$38K +$37K +640 New
MAM
355
Mizuho Asset Management
Japan
$36K – – –
Creative Planning
356
Creative Planning
Kansas
$36K +$636 +11 +2%
HNB
357
Huntington National Bank
Ohio
$36K +$983 +17 +3%
IMS
358
Index Management Solutions
Pennsylvania
$35K +$926 +16 +3%
MUMSS
359
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K +$4.63K +80 +17%
LTFS
360
Ladenburg Thalmann Financial Services
Florida
$28K +$6.19K +107 +29%
WEC
361
Winslow Evans & Crocker
Massachusetts
$26K +$25.5K +440 New
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$20.6K +356 New
MFBTD
363
MB Financial Bank - Trust Department
Illinois
$18K – – –
WA
364
WealthTrust-Arizona
Arizona
$18K – – –
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$18K +$9.08K +157 +107%
PTC
366
Private Trust Company
Ohio
$17K – – –
WA
367
Waverly Advisors
Alabama
$14K +$13.2K +228 New
MFS
368
MSI Financial Services
Massachusetts
$13K +$2.49K +43 +25%
1IC
369
1919 Investment Counsel
Maryland
$12K – – –
ASN
370
Advisory Services Network
Georgia
$12K +$11.1K +192 New
KT
371
Kanaly Trust
Texas
$10K +$9.83K +170 New
SMG
372
Spectrum Management Group
Indiana
$10K +$9.83K +170 New
Bessemer Group
373
Bessemer Group
New Jersey
$9K – – –
SF
374
Synovus Financial
Georgia
$9K +$8.73K +151 New
LWA
375
Lenox Wealth Advisors
New York
$6K +$5.67K +98 New