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Name Holding Trade Value Shares
Change
Change in
Stake
GMI
1101
Greystone Managed Investments
Saskatchewan, Canada
$3.15M -$188K -4,190 -6%
MHS
1102
M Holdings Securities
Oregon
$3.14M +$135K +3,006 +5%
BSW
1103
Buckingham Strategic Wealth
Missouri
$3.13M -$286K -6,363 -9%
TC
1104
Telemus Capital
Michigan
$3.13M +$1.01M +22,367 +53%
FC
1105
Ferris Capital
Massachusetts
$3.12M -$12.1K -268 -0.4%
LPT
1106
Legacy Private Trust
Wisconsin
$3.08M +$26.2K +582 +0.9%
LWM
1107
Lyell Wealth Management
California
$3.07M +$226K +5,025 +9%
FPS
1108
Fieldpoint Private Securities
Connecticut
$3.06M +$36K +800 +1%
BIMC
1109
Benson Investment Management Company
Virginia
$3.05M -$15.3K -340 -0.5%
DDC
1110
DF Dent & Co
Maryland
$3.03M -$9K -200 -0.3%
PG
1111
Patten Group
Tennessee
$3.02M -$48.6K -1,080 -2%
JSL
1112
JT Stratford LLC
Georgia
$3.01M +$29.9K +664 +1%
EP
1113
Edgestream Partners
New Jersey
$3M +$1.6M +35,528 +135%
SA
1114
Strategic Advisors
New York
$3M -$37.8K -840 -1%
BI
1115
Bredin Investment
Delaware
$2.99M
HA
1116
Hays Advisory
Tennessee
$2.96M -$124K -2,746 -4%
AWA
1117
Arete Wealth Advisors
Illinois
$2.95M -$279K -6,210 -9%
VC
1118
Vestor Capital
Illinois
$2.94M -$213K -4,725 -7%
RPA
1119
Rock Point Advisors
Vermont
$2.94M -$226K -5,015 -8%
BWM
1120
BerganKDV Wealth Management
Minnesota
$2.93M +$41.3K +918 +2%
ACM
1121
Advent Capital Management
New York
$2.92M +$2.7M +60,086 New
CWM
1122
Concentric Wealth Management
California
$2.92M -$140K -3,103 -5%
HWA
1123
Heritage Way Advisors
Illinois
$2.91M +$36K +800 +1%
BFEC
1124
Benjamin F. Edwards & Company
Missouri
$2.91M -$2.25K -50 -0.1%
FLPIM
1125
F.L. Putnam Investment Management
Massachusetts
$2.91M +$263K +5,840 +11%