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Name Holding Trade Value Shares
Change 		Change in
Stake
GGPS
301
Gary Goldberg Planning Services
New York
$34K – – –
BPBT
302
Boston Private Bank & Trust
Massachusetts
$34K +$18K +468 +100%
MSFP
303
Mark Sheptoff Financial Planning
Connecticut
$34K +$36K +936 New
NES
304
New England Securities
New York
$33K +$26.1K +679 +290%
PSI
305
Pinnacle Summer Investments
Virginia
$32K -$15.8K -410 -31%
NHFG
306
New Harbor Financial Group
Massachusetts
$31K – – –
PG
307
PEAK6 Group
Illinois
$30K +$32.1K +835 New
BOK
308
Bank of Kentucky
Kentucky
$27K – – –
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K +$23.2K +603 +392%
MA
310
MCF Advisors
Kentucky
$26K +$27.5K +716 New
AF
311
Arrow Financial
New York
$25K – – –
ST
312
Stifel Trust
Missouri
$25K – – –
TCM
313
Tradewinds Capital Management
Washington
$25K – – –
WTC
314
WhitTier Trust Company
Nevada
$25K – – –
QAM
315
QCI Asset Management
New York
$24K – – –
LFR
316
Lehman Financial Resources
Pennsylvania
$22K – – –
GAM
317
Gemmer Asset Management
California
$22K +$23.8K +618 New
AW
318
Alpha Windward
Massachusetts
$17K – – –
BCM
319
Blume Capital Management
California
$17K – – –
FFC
320
First Financial Corp
Indiana
$17K – – –
WT
321
Whittier Trust
California
$15K – – –
CFG
322
CKW Financial Group
Hawaii
$13K – – –
OIA
323
Optimum Investment Advisors
Illinois
$13K – – –
TWA
324
TCI Wealth Advisors
Arizona
$13K +$14.4K +374 New
ECM
325
Exchange Capital Management
Michigan
$9K +$9.88K +257 New
11 12
13
14 15