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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
501
MYCIO Wealth Partners
Pennsylvania
$28K
FPFS
502
First Personal Financial Services
North Carolina
$27K
BBHC
503
Brown Brothers Harriman & Co
New York
$25K
HR
504
Howe & Rusling
New York
$25K
MFBTD
505
MB Financial Bank - Trust Department
Illinois
$25K
KF
506
Krilogy Financial
Missouri
$24K
AOWM
507
Alpha Omega Wealth Management
Virginia
$23K
SIG
508
Stanford Investment Group
California
$23K
ZB
509
Zions Bancorporation
Utah
$23K
PMFA
510
Plante Moran Financial Advisors
Michigan
$22K -$2.06K -250 -9%
WIC
511
Woodmont Investment Counsel
Tennessee
$21K +$20.6K +2,500 New
TSW
512
Thompson Siegel & Walmsley
Virginia
$19K -$14.4K -1,750 -44%
VCM
513
Versant Capital Management
Arizona
$19K -$822 -100 -4%
WTC
514
WhitTier Trust Company
Nevada
$19K
FHA
515
First Horizon Advisors
Tennessee
$18K -$2.06K -250 -10%
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K -$411 -50 -2%
ADL
517
Asset Dedication LLC
California
$17K +$2.47K +300 +18%
WP
518
WealthPLAN Partners
Nebraska
$14.5K -$24.3K -2,950 -63%
CB
519
Community Bank
New York
$14K -$15.6K -1,900 -54%
MFW
520
Mosaic Family Wealth
Missouri
$14K
QCG
521
Quadrant Capital Group
Ohio
$14K +$9.46K +1,150 +164%
Lazard Asset Management
522
Lazard Asset Management
New York
$13K
VIA
523
Vantage Investment Advisors
Pennsylvania
$13K
AF
524
Allworth Financial
California
$13K +$3.7K +450 +41%
WAS
525
WESPAC Advisors SoCal
California
$12.7K +$12.3K +1,500 New