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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1026
Gradient Investments
Minnesota
$114K +$55 +2 +0%
CPA
1027
Cowen Prime Advisors
New York
$114K +$493 +18 +0.4%
CFA
1028
Carroll Financial Associates
North Carolina
$108K -$26.7K -974 -19%
HR
1029
Howe & Rusling
New York
$99K -$2.14K -78 -2%
JIC
1030
Joel Isaacson & Co
New York
$99K +$28.4K +1,038 +39%
PSI
1031
Pinnacle Summer Investments
Virginia
$98K +$33.8K +1,234 +52%
CHC
1032
City Holding Co
West Virginia
$97K +$43.2K +1,578 +78%
TC
1033
TradeLink Capital
Illinois
$97K +$98.6K +3,600 New
MSFP
1034
Mark Sheptoff Financial Planning
Connecticut
$96K -$13.2K -482 -12%
HI
1035
Hudock Inc
Pennsylvania
$95K +$5.86K +214 +6%
HFM
1036
Hartford Financial Management
Connecticut
$94K -$3.07K -112 -3%
TDC
1037
Thompson Davis & Co
Virginia
$89K +$18.1K +660 +25%
OSNBOA
1038
Old Second National Bank of Aurora
Illinois
$87K
PIM
1039
Parasol Investment Management
Illinois
$87K +$10.7K +390 +14%
MWP
1040
MYCIO Wealth Partners
Pennsylvania
$83K +$6.46K +236 +8%
ST
1041
Stifel Trust
Missouri
$81K
FA
1042
Financial Advantage
Maryland
$80K +$33.5K +1,224 +70%
RIA
1043
Regal Investment Advisors
Michigan
$79K -$28.5K -1,042 -26%
CFSG
1044
Community Financial Services Group
Vermont
$77K +$40.3K +1,470 +105%
JWA
1045
JFS Wealth Advisors
Pennsylvania
$73K +$1.97K +72 +3%
LFR
1046
Lehman Financial Resources
Pennsylvania
$72K
ATC
1047
Adirondack Trust Company
New York
$69K +$13.1K +480 +23%
ZTNA
1048
Zions Trust National Association
Utah
$66K -$16.4K -600 -20%
NCM
1049
Nelson Capital Management
California
$64K +$10.4K +380 +19%
MFBTD
1050
MB Financial Bank - Trust Department
Illinois
$64K +$31.4K +1,148 +93%