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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
601
Parisi Gray Wealth Management
New Jersey
$87K – – –
WT
602
Whittier Trust
California
$83K – – –
MRCM
603
M&R Capital Management
New Jersey
$77K – – –
IFAM
604
Institutional & Family Asset Management
Colorado
$75K – – –
MCM
605
Manchester Capital Management
Vermont
$74K – – –
OIA
606
OneDigital Investment Advisors
Kansas
$71K – – –
FANJ
607
Financial Architects (New Jersey)
New Jersey
$68K +$173 +2 +0.3%
MCA
608
Mercer Capital Advisers
New Jersey
$66K -$17.2K -199 -22%
DAM
609
Delta Asset Management
Tennessee
$66K – – –
PCTC
610
Perkins Coie Trust Company
Washington
$66K – – –
PK
611
Pflug Koory
Nebraska
$65K -$6.48K -75 -10%
FNBOSM
612
First National Bank of South Miami
Florida
$56K – – –
MMG
613
Monetary Management Group
Missouri
$56K – – –
LA
614
Legacy Advisors
Pennsylvania
$56K +$51.9K +600 New
TC
615
Truvestments Capital
Florida
$55K +$50.6K +586 New
LC
616
Lindbrook Capital
California
$50K – – –
MFBTD
617
MB Financial Bank - Trust Department
Illinois
$49K – – –
VFA
618
Valeo Financial Advisors
Indiana
$49K +$4.32K +50 +11%
First Manhattan
619
First Manhattan
New York
$43K – – –
PCP
620
Proficio Capital Partners
Massachusetts
$43K +$38.2K +442 +2,947%
TL
621
TrueWealth LLC
Georgia
$42K – – –
LWM
622
Lenox Wealth Management
Ohio
$41K +$3.8K +44 +11%
GLI
623
Guardian Life Insurance
New York
$39K – – –
BFC
624
Bedel Financial Consulting
Indiana
$39K +$1.73K +20 +5%
APA
625
American Portfolios Advisors
New York
$38.4K +$2.42K +28 +7%