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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
1126
Mosaic Family Wealth
Missouri
$119K +$31K +351 +39%
HFM
1127
Hartford Financial Management
Connecticut
$118K +$42.8K +484 +63%
NYLT
1128
New York Life Trust
New York
$117K -$3.71K -42 -3%
RFWA
1129
RPg Family Wealth Advisory
Massachusetts
$106K +$99K +1,120 New
GWM
1130
Gupta Wealth Management
California
$105K -$93.4K -1,056 -49%
GWM
1131
Geneos Wealth Management
Colorado
$97K +$90.1K +1,019 New
LWA
1132
Lowe Wealth Advisors
Maryland
$96K -$4.42K -50 -5%
WA
1133
WFG Advisors
Texas
$95K -$6.72K -76 -7%
PWM
1134
Perigon Wealth Management
California
$95K +$88.4K +1,000 New
KPCM
1135
Kings Point Capital Management
New York
$94K
RFS
1136
Rockefeller Financial Services
New York
$90K
QCG
1137
Quadrant Capital Group
Ohio
$82K +$24.3K +275 +42%
CBT
1138
Central Bank & Trust
Kentucky
$81K
ZB
1139
Zions Bancorporation
Utah
$76K -$2.65K -30 -4%
SIG
1140
Stanford Investment Group
California
$76K
GAM
1141
Gemmer Asset Management
California
$74K
KTC
1142
Kistler-Tiffany Companies
Pennsylvania
$73K +$24.3K +275 +55%
MVIP
1143
Mar Vista Investment Partners
California
$71K -$234K -2,644 -78%
SBL
1144
Sargent Bickham Lagudis
Colorado
$70K +$65.4K +740 New
SIM
1145
Sonora Investment Management
Arizona
$61.1K +$4.42K +50 +9%
JG
1146
Jefferies Group
New York
$61K -$2.04M -23,022 -97%
AWM
1147
AllSquare Wealth Management
New York
$61K -$56.9K -643 -50%
FPFS
1148
First Personal Financial Services
North Carolina
$61K +$24.7K +279 +75%
WA
1149
WealthTrust-Arizona
Arizona
$59K +$8.4K +95 +18%
Nuveen
1150
Nuveen
North Carolina
$56.4K -$3.44M -38,880 -6%