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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
876
Perkins Coie Trust Company
Washington
$162K – – –
CGT
877
Capital Guardian Trust
California
$161K -$14K -35 -8%
TSW
878
Thompson Siegel & Walmsley
Virginia
$160K – – –
NYLT
879
New York Life Trust
New York
$159K -$64.6K -161 -29%
NFG
880
Next Financial Group
Texas
$153K +$34.9K +87 +30%
RP
881
Rowlandmiller & Partners
Georgia
$152K – – –
PI
882
PineBridge Investments
New York
$151K -$3.68M -9,169 -96%
GI
883
Gradient Investments
Minnesota
$147K +$2.81K +7 +2%
CFSG
884
Community Financial Services Group
Vermont
$145K – – –
RIA
885
Regal Investment Advisors
Michigan
$145K +$128K +318 +757%
IWMPD
886
Integrated Wealth Management (Palm Desert)
California
$139K +$36.9K +92 +37%
PSC
887
Prentiss Smith & Co
Vermont
$135K – – –
MA
888
MCF Advisors
Kentucky
$134K – – –
CG
889
Colony Group
Massachusetts
$121K – – –
FANJ
890
Financial Architects (New Jersey)
New Jersey
$116K -$35.3K -88 -23%
SSB
891
Sandy Spring Bank
Maryland
$115K +$4.01K +10 +4%
IAS
892
IMA Advisory Services
Colorado
$115K +$114K +285 New
OAM
893
Orinda Asset Management
California
$113K +$112K +279 New
CHC
894
City Holding Co
West Virginia
$111K – – –
ARMC
895
American Research & Management Company
Massachusetts
$109K – – –
VIA
896
Vantage Investment Advisors
Pennsylvania
$108K -$107K -267 -50%
EDRE
897
Edmond de Rothschild (Europe)
Luxembourg
$101K +$100K +250 New
SAC
898
Smith Affiliated Capital
New York
$90.9K – – –
SNT
899
Security National Trust
West Virginia
$88K – – –
BFEC
900
Benjamin F. Edwards & Company
Missouri
$85K – – –