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Name Holding Trade Value Shares
Change
Change in
Stake
LFR
501
Lehman Financial Resources
Pennsylvania
$24K
PTCG
502
Pring Turner Capital Group
California
$24K +$22.3K +500 New
CFG
503
CKW Financial Group
Hawaii
$24K +$22.6K +506 New
MFS
504
MSI Financial Services
Massachusetts
$23K -$5.04K -113 -19%
PSI
505
Pinnacle Summer Investments
Virginia
$23K
PMFA
506
Plante Moran Financial Advisors
Michigan
$23K +$8.02K +180 +60%
PWAG
507
Polaris Wealth Advisory Group
California
$23K +$8.02K +180 +60%
PSC
508
Prentiss Smith & Co
Vermont
$22K +$20.5K +459 New
PCTC
509
Perkins Coie Trust Company
Washington
$21K +$20.1K +450 New
NES
510
New England Securities
New York
$17K +$3.83K +86 +31%
VIA
511
Vantage Investment Advisors
Pennsylvania
$16K +$15.2K +341 New
FAM
512
Formidable Asset Management
Ohio
$14K
TRCT
513
Tower Research Capital (TRC)
New York
$12K -$528K -11,848 -98%
FHA
514
First Horizon Advisors
Tennessee
$12K -$7.17K -161 -38%
MUMSS
515
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K
FNBT
516
FineMark National Bank & Trust
Florida
$11K +$2.1K +47 +24%
MDCM
517
Morgan Dempsey Capital Management
Wisconsin
$10K
M
518
MOTCO
Texas
$10K
RIA
519
Regal Investment Advisors
Michigan
$10K
FIG
520
Fusion Investment Group
Pennsylvania
$10K +$8.96K +201 New
SSB
521
Sandy Spring Bank
Maryland
$9K
RFA
522
Reilly Financial Advisors
California
$8K
PAS
523
Partnervest Advisory Services
California
$7K
MWP
524
MYCIO Wealth Partners
Pennsylvania
$7K +$1.69K +38 +38%
ITIM
525
Indiana Trust & Investment Management
Indiana
$5K -$48.4K -1,085 -92%