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Name Holding Trade Value Shares
Change
Change in
Stake
GI
876
Gradient Investments
Minnesota
$147K +$2.81K +7 +2%
CFSG
877
Community Financial Services Group
Vermont
$145K
RIA
878
Regal Investment Advisors
Michigan
$145K +$128K +318 +757%
IWMPD
879
Integrated Wealth Management (Palm Desert)
California
$139K +$36.9K +92 +37%
PSC
880
Prentiss Smith & Co
Vermont
$135K
MA
881
MCF Advisors
Kentucky
$134K
CG
882
Colony Group
Massachusetts
$121K
FANJ
883
Financial Architects (New Jersey)
New Jersey
$116K -$35.3K -88 -23%
SSB
884
Sandy Spring Bank
Maryland
$115K +$4.01K +10 +4%
IAS
885
IMA Advisory Services
Colorado
$115K +$114K +285 New
OAM
886
Orinda Asset Management
California
$113K +$112K +279 New
CHC
887
City Holding Co
West Virginia
$111K
ARMC
888
American Research & Management Company
Massachusetts
$109K
VIA
889
Vantage Investment Advisors
Pennsylvania
$108K -$107K -267 -50%
EDRE
890
Edmond de Rothschild (Europe)
Luxembourg
$101K +$100K +250 New
SAC
891
Smith Affiliated Capital
New York
$90.9K
SNT
892
Security National Trust
West Virginia
$88K
BFEC
893
Benjamin F. Edwards & Company
Missouri
$85K
GAM
894
Gemmer Asset Management
California
$83K
HA
895
Harfst & Associates
Wyoming
$82K +$81.9K +204 New
ST
896
Smithfield Trust
Pennsylvania
$80K -$145K -362 -65%
AW
897
Alpha Windward
Massachusetts
$80K +$64.6K +161 +424%
BL
898
Balentine LLC
Georgia
$75K -$33.7K -84 -31%
HTHT
899
Hemenway Trust Hemenway Trust
New Hampshire
$75K +$34.9K +87 +89%
TF
900
Tompkins Financial
New York
$73K -$12.8K -32 -15%