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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
601
Private Capital Group
Connecticut
$102K -$4.25K -46 -4%
Loomis, Sayles & Company
602
Loomis, Sayles & Company
Massachusetts
$101K +$13.8K +150 +17%
TI
603
Truehand Inc
New Hampshire
$97K – – –
TPWA
604
TRUE Private Wealth Advisors
Oregon
$97K +$18.6K +201 +25%
CIA
605
CSat Investment Advisory
Michigan
$93K +$19.8K +214 +28%
OIA
606
Optimum Investment Advisors
Illinois
$92K – – –
HIA
607
Harbor Investment Advisory
Maryland
$91K +$4.62K +50 +6%
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
$87K +$83.4K +903 New
AF
609
Advisornet Financial
Minnesota
$86K +$10.9K +118 +15%
EI
610
Ellevest Inc
New York
$86K +$79.4K +860 +3,071%
WT
611
Whittier Trust
California
$84K – – –
Parallax Volatility Advisers
612
Parallax Volatility Advisers
California
$84K +$11.4K +123 +16%
JG
613
Jefferies Group
New York
$82K +$78.5K +850 New
DAM
614
Delta Asset Management
Tennessee
$80K -$1.75K -19 -2%
IFAM
615
Institutional & Family Asset Management
Colorado
$77K – – –
MCM
616
Manchester Capital Management
Vermont
$76K – – –
FANJ
617
Financial Architects (New Jersey)
New Jersey
$69K – – –
MCA
618
Mercer Capital Advisers
New Jersey
$64K – – –
PCA
619
Providence Capital Advisors
North Carolina
$64K – – –
VFA
620
Valeo Financial Advisors
Indiana
$57K +$11.2K +121 +26%
PK
621
Pflug Koory
Nebraska
$56K -$10.6K -115 -17%
CFGS
622
Concourse Financial Group Securities
Alabama
$56K -$3.88K -42 -7%
DCM
623
Davis Capital Management
Florida
$55K – – –
FHA
624
Flagship Harbor Advisors
Massachusetts
$55K +$5.08K +55 +11%
BCA
625
Berman Capital Advisors
Georgia
$54K +$41K +444 +339%