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Name Holding Trade Value Shares
Change
Change in
Stake
SS
951
Simplicity Solutions
Minnesota
$847K -$203K -1,708 -20%
CCM
952
Cohen Capital Management
California
$838K
SOAMC
953
Spirit of America Management Corp
New York
$838K
CWM
954
Cornerstone Wealth Management
Missouri
$838K +$544K +4,585 +204%
SLF
955
Sun Life Financial
Ontario, Canada
$834K +$808K +6,813 +11,953%
FCI
956
Financial Counselors Inc
Kansas
$822K -$171K -1,444 -18%
WI
957
WrapManager Inc
California
$818K +$14.2K +120 +2%
ACP
958
Aviance Capital Partners
Florida
$813K
IFAM
959
Institutional & Family Asset Management
Colorado
$811K +$16.6K +140 +2%
BEC
960
Blue Edge Capital
Virginia
$807K +$788K +6,641 New
PWM
961
Perigon Wealth Management
California
$804K +$25.1K +212 +3%
CS
962
Credential Securities
$795K -$58.7K -495 -7%
Cetera Investment Advisers
963
Cetera Investment Advisers
Illinois
$791K +$172K +1,447 +29%
MC
964
Martin Currie
United Kingdom
$789K -$601K -5,066 -44%
SF
965
Synovus Financial
Georgia
$788K +$207K +1,743 +37%
ST
966
Spinnaker Trust
Maine
$783K -$41.9K -353 -5%
BAM
967
Berkshire Asset Management
Pennsylvania
$783K +$2.13K +18 +0.3%
PA
968
Pinnacle Associates
New York
$770K -$43.1K -363 -5%
IFWM
969
Institute for Wealth Management
Colorado
$761K +$747K +6,297 New
WA
970
WBH Advisory
Maryland
$754K -$5.93K -50 -0.8%
WI
971
Wedgewood Investors
Pennsylvania
$750K
LNC
972
Lincoln National Corp
Pennsylvania
$746K +$19.1K +161 +3%
LNB
973
Ledyard National Bank
$742K -$23.7K -200 -3%
PFPT
974
Pinnacle Financial Partners (Tennessee)
Tennessee
$742K +$159K +1,343 +28%
IWA
975
Inspirion Wealth Advisors
Illinois
$741K