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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
876
Community Financial Services Group
Vermont
$152K
GI
877
Gradient Investments
Minnesota
$151K +$7.09K +18 +5%
LS
878
Lupo Securities
Illinois
$149K -$152K -385 -52%
PMFA
879
Plante Moran Financial Advisors
Michigan
$146K +$14.6K +37 +12%
PSC
880
Prentiss Smith & Co
Vermont
$141K
MA
881
MCF Advisors
Kentucky
$140K
CG
882
Colony Group
Massachusetts
$127K
WA
883
Winfield Associates
Ohio
$127K +$78.8K +200 +200%
NFG
884
Next Financial Group
Texas
$123K -$22.5K -57 -16%
SSB
885
Sandy Spring Bank
Maryland
$116K -$11K -28 -9%
CHC
886
City Holding Co
West Virginia
$116K
ARMC
887
American Research & Management Company
Massachusetts
$114K -$11.8K -30 -10%
BL
888
Balentine LLC
Georgia
$114K +$106K +269 New
PSI
889
Pinnacle Summer Investments
Virginia
$112K -$9.85K -25 -9%
ZB
890
Zions Bancorporation
Utah
$108K +$101K +255 New
IWMPD
891
Integrated Wealth Management (Palm Desert)
California
$106K +$99.3K +252 New
SAC
892
Smith Affiliated Capital
New York
$95K
FCE
893
Fiera Capital (Europe)
Cayman Islands
$92K -$177K -448 -67%
SNT
894
Security National Trust
West Virginia
$92K
BFEC
895
Benjamin F. Edwards & Company
Missouri
$89K
TF
896
Tompkins Financial
New York
$89K +$70.6K +179 +559%
GAM
897
Gemmer Asset Management
California
$86K +$7.88K +20 +11%
TDC
898
Thompson Davis & Co
Virginia
$62K -$106K -269 -65%
SCA
899
Strategic Capital Alternatives
United States
$57K +$53.2K +135 New
GWS
900
Glassman Wealth Services
Virginia
$54K -$181K -460 -78%