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Name Holding Trade Value Shares
Change
Change in
Stake
SA
326
SpiderRock Advisors
Delaware
$12K – – –
CIM
327
Contravisory Investment Management
Massachusetts
$12K +$12.7K +337 New
QAM
328
QCI Asset Management
New York
$10K -$376 -10 -4%
BC
329
Bartlett & Co
Ohio
$10K – – –
FM
330
Forward Management
California
$10K – – –
NCM
331
Nelson Capital Management
California
$8K – – –
WTB
332
Washington Trust Bank
Washington
$7K – – –
OFW
333
Omnia Family Wealth
Florida
$6K – – –
TFO
334
Tarbox Family Office
California
$6K – – –
NFG
335
Next Financial Group
Texas
$6K +$3.53K +94 +174%
FCMT
336
Founders Capital Management (Texas)
Texas
$6K +$5.75K +153 New
KTC
337
Kistler-Tiffany Companies
Pennsylvania
$4K -$5.22K -139 -58%
EWM
338
Edge Wealth Management
New York
$4K – – –
VNA
339
Valley National Advisers
Pennsylvania
$4K – – –
HMS
340
Hanseatic Management Services
New Mexico
$4K +$3.83K +102 New
SWA
341
Sutton Wealth Advisors
Florida
$3.31K – – –
GBT
342
Grove Bank & Trust
Florida
$3K – – –
DAM
343
Delta Asset Management
Tennessee
$3K +$1.17K +31 +55%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.69K +45 New
TSW
345
Thompson Siegel & Walmsley
Virginia
$2K +$1.73K +46 New
WAS
346
Winch Advisory Services
Wisconsin
$2K +$2.25K +60 New
RFA
347
Reilly Financial Advisors
California
$1K +$526 +14 New
CTB
348
Country Trust Bank
Illinois
$1K +$1.39K +37 New
WOC
349
West Oak Capital
California
$571 – – –
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
– -$7.33M -205,065 Closed