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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1851
Kings Point Capital Management
New York
$168K
NSB
1852
Norway Savings Bank
Maine
$164K +$12.1K +373 +8%
MCA
1853
Mercer Capital Advisers
New Jersey
$161K
TAM
1854
Trust Asset Management
Texas
$153K
PO
1855
Private Ocean
California
$152K -$9.73K -300 -6%
TDC
1856
Thompson Davis & Co
Virginia
$150K +$18K +555 +14%
PFGIA
1857
Patriot Financial Group Insurance Agency
Massachusetts
$149K +$8.66K +267 +6%
RAM
1858
Riggs Asset Management
Pennsylvania
$148K +$26.7K +823 +23%
BWM
1859
Baystate Wealth Management
Massachusetts
$146K +$48.1K +1,484 +25%
MUS
1860
Mitsubishi UFJ Securities
Japan
$145K +$18.2K +560 +15%
JGIA
1861
Jackson Grant Investment Advisers
Connecticut
$144K
CPP
1862
Crow Point Partners
Massachusetts
$142K +$30.1K +928 +28%
BWP
1863
Baldwin Wealth Partners
Massachusetts
$141K
MSFP
1864
Mark Sheptoff Financial Planning
Connecticut
$135K +$32 +1 +0%
PIM
1865
Parasol Investment Management
Illinois
$130K -$80.1K -2,470 -39%
BKA
1866
Brick & Kyle Associates
Pennsylvania
$130K
SHJ
1867
Sharkey, Howes & Javer
Colorado
$125K +$65 +2 +0.1%
WAM
1868
Watermark Asset Management
California
$122K +$117K +3,610 New
CFG
1869
CKW Financial Group
Hawaii
$118K
FMP
1870
Financial Management Professionals
Texas
$118K +$20.6K +635 +18%
LWM
1871
Lenox Wealth Management
Ohio
$113K -$15.9K -491 -13%
MCM
1872
Manchester Capital Management
Vermont
$110K -$4.87K -150 -4%
SA
1873
SpiderRock Advisors
Delaware
$107K
MWM
1874
Mascoma Wealth Management
New Hampshire
$95K
HFM
1875
Hartford Financial Management
Connecticut
$93K +$32 +1 +0%