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Name Holding Trade Value Shares
Change
Change in
Stake
DVM
726
Dreman Value Management
Florida
$136K – – –
SNT
727
Security National Trust
West Virginia
$135K +$45.5K +669 +51%
M
728
MOTCO
Texas
$133K +$5.1K +75 +4%
WA
729
WFG Advisors
Texas
$129K -$73.4K -1,080 -36%
AP
730
Atwood & Palmer
Missouri
$122K – – –
MWP
731
MYCIO Wealth Partners
Pennsylvania
$122K – – –
WEC
732
Winslow Evans & Crocker
Massachusetts
$121K – – –
MIC
733
MU Investments Company
Japan
$115K – – –
CB
734
Community Bank
New York
$113K -$2.52K -37 -2%
IPC
735
Independent Portfolio Consultants
Florida
$102K -$15.8K -232 -13%
KT
736
Kanaly Trust
Texas
$95K -$301K -4,430 -76%
VFA
737
Virtus Fund Advisers
Connecticut
$90K -$37.3K -549 -29%
FANJ
738
Financial Architects (New Jersey)
New Jersey
$90K +$84.8K +1,247 +1,641%
PCM
739
Parsons Capital Management
Rhode Island
$88K +$88.1K +1,295 New
AF
740
Arrow Financial
New York
$85K – – –
CFA
741
Carroll Financial Associates
North Carolina
$81K – – –
WP
742
WealthPLAN Partners
Nebraska
$80K +$83K +1,220 New
TDC
743
Thompson Davis & Co
Virginia
$77K -$4.35K -64 -5%
FWM
744
Focused Wealth Management
New York
$75K +$204 +3 +0.3%
LWCFA
745
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K – – –
RFA
746
Reilly Financial Advisors
California
$72K +$6.8K +100 +10%
PI
747
PineBridge Investments
New York
$72K +$58.6K +862 +442%
ACPU
748
Arrowgrass Capital Partners (US)
Delaware
$69K +$68.7K +1,011 New
EP
749
Edinburgh Partners
United Kingdom
$68K – – –
CHP
750
Cable Hill Partners
Oregon
$66K -$26.9K -395 -29%