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Name Holding Trade Value Shares
Change
Change in
Stake
LOT
476
Lombard Odier Transatlantic
Quebec, Canada
$29K
PCP
477
Proficio Capital Partners
Massachusetts
$26K -$677 -8 -2%
HCC
478
Hirtle Callaghan & Co
Pennsylvania
$26K
SAMC
479
Shinko Asset Management Company
Japan
$26K
WEC
480
Winslow Evans & Crocker
Massachusetts
$25.2K
WAS
481
WESPAC Advisors SoCal
California
$25.2K
GWM
482
Geneos Wealth Management
Colorado
$25K +$85 +1 +0.3%
DADC
483
D.A. Davidson & Co
Montana
$23K +$5.33K +63 +29%
TCOV
484
Trust Company of Vermont
Vermont
$20K
CF
485
CenterStar Fund
Illinois
$19K
KPCM
486
Kings Point Capital Management
New York
$19K
OC
487
Oakworth Capital
Alabama
$19K
SIG
488
Stanford Investment Group
California
$19K
CCM
489
Cribstone Capital Management
Maine
$19K +$18.8K +222 New
CGT
490
Capital Guardian Trust
California
$17K -$26.8K -316 -60%
MMG
491
Monetary Management Group
Missouri
$17K
NC
492
NewSquare Capital
Pennsylvania
$17K
RFA
493
Reilly Financial Advisors
California
$17K
FPFS
494
First Personal Financial Services
North Carolina
$16K +$16.6K +196 New
GAM
495
Gemmer Asset Management
California
$15K
HFM
496
Hartford Financial Management
Connecticut
$14K
LNB
497
Ledyard National Bank
$14K +$13.7K +162 New
CWM
498
Cranbrook Wealth Management
Michigan
$13K
EWM
499
Evercore Wealth Management
New York
$11K
FNBT
500
FineMark National Bank & Trust
Florida
$11K +$1.95K +23 +21%