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Name Holding Trade Value Shares
Change
Change in
Stake
WC
301
Whitnell & Co
Illinois
$10K
OIA
302
Optimum Investment Advisors
Illinois
$9K
SF
303
Synovus Financial
Georgia
$9K +$1.46K +35 +18%
FNBT
304
FineMark National Bank & Trust
Florida
$8K
TCOV
305
Trust Company of Vermont
Vermont
$7K
BRWM
306
B. Riley Wealth Management
Tennessee
$6K
WA
307
WFG Advisors
Texas
$6K
MCM
308
MV Capital Management
Maryland
$6K +$6.27K +150 New
RA
309
Rational Advisors
New York
$6K +$6.27K +150 New
WEC
310
Winslow Evans & Crocker
Massachusetts
$4.21K
TF
311
Tompkins Financial
New York
$4K -$23K -550 -85%
Envestnet Asset Management
312
Envestnet Asset Management
Illinois
$4K -$585 -14 -12%
MWP
313
MYCIO Wealth Partners
Pennsylvania
$4K
WT
314
Whittier Trust
California
$4K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.18K +100 New
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$4K +$4.18K +100 New
CHC
317
City Holding Co
West Virginia
$3K
NFG
318
Next Financial Group
Texas
$3K
LWA
319
Lenox Wealth Advisors
New York
$3K +$2.72K +65 New
CPA
320
Cowen Prime Advisors
New York
$2K
VIA
321
Vantage Investment Advisors
Pennsylvania
$2K
CAL
322
Capital Advisors Ltd
Ohio
$2K +$42 +1 +2%
CTC
323
Central Trust Company
Missouri
$1K
JFA
324
JNBA Financial Advisors
Minnesota
$1K
TCM
325
Tradewinds Capital Management
Washington
$1K