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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
576
San Francisco Sentry Investment Group
California
$79K – – –
OFS
577
Orrstown Financial Services
Pennsylvania
$73K -$3.79K -49 -5%
WAP
578
Wealthcare Advisory Partners
Pennsylvania
$73K +$46.4K +600 +207%
ASN
579
Advisory Services Network
Georgia
$72K +$27.4K +354 +67%
DAM
580
Delta Asset Management
Tennessee
$71K – – –
FANJ
581
Financial Architects (New Jersey)
New Jersey
$71K – – –
PCTC
582
Perkins Coie Trust Company
Washington
$71K – – –
MCA
583
Mercer Capital Advisers
New Jersey
$71K +$77 +1 +0.1%
MFBTD
584
MB Financial Bank - Trust Department
Illinois
$71K +$16.7K +216 +33%
GWM
585
Geneos Wealth Management
Colorado
$70K +$49.1K +634 +272%
PFGIA
586
Patriot Financial Group Insurance Agency
Massachusetts
$69K -$19.1K -247 -23%
IDBONY
587
Israel Discount Bank of New York
New York
$63K +$59.9K +774 New
PCM
588
Poehling Capital Management
Wisconsin
$63K +$59.9K +774 New
MMG
589
Monetary Management Group
Missouri
$61K – – –
First Manhattan
590
First Manhattan
New York
$59K +$12K +155 +27%
CFA
591
Carroll Financial Associates
North Carolina
$59K +$38.2K +493 +210%
TL
592
TrueWealth LLC
Georgia
$56K +$53.3K +688 New
GLI
593
Guardian Life Insurance
New York
$51K +$14.9K +192 +44%
PA
594
Parallel Advisors
California
$50K – – –
CAW
595
Cornerstone Advisors (Washington)
Washington
$49K – – –
WAM
596
Watermark Asset Management
California
$44K – – –
WB
597
Webster Bank
Connecticut
$40K -$11.5K -149 -23%
GWS
598
Glassman Wealth Services
Virginia
$39K – – –
PK
599
Pflug Koory
Nebraska
$38K – – –
LWM
600
Lenox Wealth Management
Ohio
$37K – – –