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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
801
Glassman Wealth Services
Virginia
$7K +$130 +4 +2%
LNB
802
Ledyard National Bank
$7K +$6.5K +200 New
MWM
803
Mascoma Wealth Management
New Hampshire
$6K – – –
IAS
804
INR Advisory Services
Pennsylvania
$6K +$5.46K +168 New
LWM
805
Lenox Wealth Management
Ohio
$5K -$2.54K -78 -35%
CHP
806
Cable Hill Partners
Oregon
$5K – – –
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
CFD
808
Creative Financial Designs
Indiana
$5K +$3.25K +100 +286%
SIM
809
Sonora Investment Management
Arizona
$4.83K – – –
WEC
810
Winslow Evans & Crocker
Massachusetts
$4.6K – – –
FIB
811
First Interstate Bank
Montana
$4K -$3.12K -96 -42%
SHJ
812
Sharkey, Howes & Javer
Colorado
$4K – – –
FMP
813
Financial Management Professionals
Texas
$4K +$4.13K +127 New
AF
814
Allworth Financial
California
$3K – – –
ARMC
815
American Research & Management Company
Massachusetts
$3K – – –
ECM
816
Exchange Capital Management
Michigan
$3K – – –
KF
817
Krilogy Financial
Missouri
$3K – – –
MWM
818
MinichMacGregor Wealth Management
New York
$3K – – –
NC
819
NewSquare Capital
Pennsylvania
$3K – – –
PO
820
Private Ocean
California
$3K – – –
Winslow Capital Management
821
Winslow Capital Management
Minnesota
$3K – – –
WA
822
Winfield Associates
Ohio
$3K +$2.67K +82 New
BWA
823
Burt Wealth Advisors
Maryland
$2K – – –
FANJ
824
Financial Architects (New Jersey)
New Jersey
$2K – – –
PMFA
825
Plante Moran Financial Advisors
Michigan
$2K – – –