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Name Holding Trade Value Shares
Change
Change in
Stake
KF
701
Krilogy Financial
Missouri
$44K +$45K +296 New
VIA
702
Vantage Investment Advisors
Pennsylvania
$40K
TFS
703
TrustCore Financial Services
Tennessee
$40K +$24.8K +163 +154%
ZB
704
Zions Bancorporation
Utah
$39K +$3.96K +26 +11%
GWS
705
Glassman Wealth Services
Virginia
$37K
KTC
706
Kistler-Tiffany Companies
Pennsylvania
$36K
MCM
707
Mainstay Capital Management
Michigan
$35K
SIAP
708
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K
PSC
709
Prentiss Smith & Co
Vermont
$35K +$35.4K +233 New
MWM
710
Mascoma Wealth Management
New Hampshire
$33K
AWM
711
AllSquare Wealth Management
New York
$32K +$4.26K +28 +15%
FPS
712
Fieldpoint Private Securities
Connecticut
$30K
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$30K +$456 +3 +1%
KL
714
KWMG LLC
Kansas
$28K
BWM
715
Baystate Wealth Management
Massachusetts
$28K +$29.1K +191 New
FAM
716
Fred Alger Management
New York
$27K +$27.1K +178 New
PCA
717
Peddock Capital Advisors
Massachusetts
$26K
WWM
718
Willingdon Wealth Management
North Carolina
$26K
MCA
719
Mercer Capital Advisers
New Jersey
$25K
Rockefeller Capital Management
720
Rockefeller Capital Management
New York
$23K
FMT
721
First Mercantile Trust
Tennessee
$21K -$3.5K -23 -14%
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
AssetMark Inc
723
AssetMark Inc
California
$19K -$31K -204 -61%
CGT
724
Capital Guardian Trust
California
$19K +$19.8K +130 New
VCM
725
Versant Capital Management
Arizona
$18K -$3.35K -22 -15%