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Name Holding Trade Value Shares
Change
Change in
Stake
LF
651
Lee Financial
Texas
$101K +$104K +3,483 New
RMC
652
Resources Management Corp
Connecticut
$99K +$101K +3,405 New
Bessemer Group
653
Bessemer Group
New Jersey
$96K -$59.2K -1,988 -38%
FANJ
654
Financial Architects (New Jersey)
New Jersey
$81K +$3.93K +132 +5%
HCM
655
Hilton Capital Management
New York
$80K -$26.7K -898 -25%
TFS
656
TrustCore Financial Services
Tennessee
$79K +$327 +11 +0.4%
CFD
657
Creative Financial Designs
Indiana
$76K -$75.9K -2,549 -49%
BWM
658
BerganKDV Wealth Management
Minnesota
$76K – – –
PCG
659
Private Capital Group
Connecticut
$75K – – –
HFM
660
Harvest Fund Management
China
$74K +$11.9K +401 +19%
AAM
661
Advisors Asset Management
Colorado
$74K +$38.7K +1,302 +106%
PG
662
Patten Group
Tennessee
$73K – – –
FIB
663
First Interstate Bank
Montana
$73K +$72.6K +2,440 +3,211%
AIM
664
Advantage Investment Management
Iowa
$71K -$97.6K -3,281 -58%
SBL
665
Sargent Bickham Lagudis
Colorado
$68K +$30 +1 +0%
GLI
666
Guardian Life Insurance
New York
$66K +$387 +13 +0.6%
AAP
667
Arax Advisory Partners
Colorado
$65K -$1.9K -64 -3%
TPWA
668
TRUE Private Wealth Advisors
Oregon
$64.5K +$65.9K +2,215 New
SLF
669
Sun Life Financial
Ontario, Canada
$64K -$387 -13 -0.6%
MA
670
MCF Advisors
Kentucky
$61K -$29.2K -981 -32%
DAM
671
Delta Asset Management
Tennessee
$61K – – –
FPFS
672
First Personal Financial Services
North Carolina
$58K – – –
LWCFA
673
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K – – –
FMB
674
Field & Main Bank
Kentucky
$57K -$249K -8,375 -81%
CBT
675
Capital Bank & Trust
California
$56K – – –