Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
351
First Personal Financial Services
North Carolina
$21K – – –
First Manhattan
352
First Manhattan
New York
$17K – – –
WIC
353
Woodmont Investment Counsel
Tennessee
$17K +$15.2K +95 New
SAM
354
Shamrock Asset Management
Texas
$17K +$15.4K +96 New
FANJ
355
Financial Architects (New Jersey)
New Jersey
$16K +$14.7K +92 New
HCM
356
Herndon Capital Management
Georgia
$14K -$46.6K -291 -79%
CF
357
CenterStar Fund
Illinois
$13K – – –
SWA
358
Sutton Wealth Advisors
Florida
$12.5K +$10.9K +68 +1,700%
QCG
359
Quadrant Capital Group
Ohio
$12K – – –
Bessemer Group
360
Bessemer Group
New Jersey
$12K +$10.7K +67 New
IPC
361
Independent Portfolio Consultants
Florida
$12K +$11.2K +70 New
SSB
362
Sandy Spring Bank
Maryland
$9K – – –
TDC
363
Thompson Davis & Co
Virginia
$9K +$8.49K +53 New
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$8K +$7.05K +44 New
WA
365
WealthTrust-Arizona
Arizona
$7K – – –
JFA
366
JNBA Financial Advisors
Minnesota
$6K +$5.29K +33 New
S
367
SignatureFD
Georgia
$6K +$5.29K +33 New
CFA
368
Carroll Financial Associates
North Carolina
$5K – – –
CAW
369
Cornerstone Advisors (Washington)
Washington
$5K – – –
DBT
370
Dubuque Bank & Trust
Iowa
$5K – – –
AC
371
Alexandria Capital
Virginia
$5K +$4.65K +29 New
ADL
372
Asset Dedication LLC
California
$4K +$3.52K +22 New
WP
373
WealthPLAN Partners
Nebraska
$3.08K -$2.88K -18 -50%
SHJ
374
Sharkey, Howes & Javer
Colorado
$3K – – –
DPA
375
Delphi Private Advisors
California
$2K – – –