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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
601
M&R Capital Management
New Jersey
$78K – – –
MCM
602
Manchester Capital Management
Vermont
$77K +$82 +1 +0.1%
ASN
603
Advisory Services Network
Georgia
$76K +$5.9K +72 +8%
GWM
604
Geneos Wealth Management
Colorado
$74K +$5.41K +66 +8%
SFSIG
605
San Francisco Sentry Investment Group
California
$70K -$7.13K -87 -9%
DAM
606
Delta Asset Management
Tennessee
$69K – – –
FANJ
607
Financial Architects (New Jersey)
New Jersey
$69K – – –
PCTC
608
Perkins Coie Trust Company
Washington
$69K – – –
MFBTD
609
MB Financial Bank - Trust Department
Illinois
$68K – – –
ACS
610
Archford Capital Strategies
Illinois
$66K +$66.2K +808 New
PFGIA
611
Patriot Financial Group Insurance Agency
Massachusetts
$65K – – –
IDBONY
612
Israel Discount Bank of New York
New York
$61K – – –
PCM
613
Poehling Capital Management
Wisconsin
$61K – – –
MMG
614
Monetary Management Group
Missouri
$59K – – –
First Manhattan
615
First Manhattan
New York
$57K – – –
CFA
616
Carroll Financial Associates
North Carolina
$54K -$3.11K -38 -5%
PA
617
Parallel Advisors
California
$49K – – –
CAW
618
Cornerstone Advisors (Washington)
Washington
$48K – – –
TL
619
TrueWealth LLC
Georgia
$44K -$10.7K -131 -19%
WAM
620
Watermark Asset Management
California
$42K – – –
WB
621
Webster Bank
Connecticut
$39K – – –
BFC
622
Bedel Financial Consulting
Indiana
$39K +$40.6K +495 New
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$38K -$33.4K -407 -46%
LWM
624
Lenox Wealth Management
Ohio
$36K +$492 +6 +1%
GLI
625
Guardian Life Insurance
New York
$35K -$14.8K -181 -29%