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MER.PRD
MERRILL PF CP TST III 7%
MER.PRD
MER.PRD
Delisted
MER.PRD was delisted on the 29th of December, 2015.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
DDPIC
1
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $2.76M | – | – | – |
|
| 2 |
MRCM
2
M&R Capital Management
Summit,
New Jersey
| $1.12M | -$5.15K | -200 | -0.5% |
|
| 3 |
IAS
3
IMA Advisory Services
Denver,
Colorado
| $604K | +$606K | +23,525 | New |
|
| 4 |
RAM
4
Roanoke Asset Management
Jersey City,
New Jersey
| $372K | – | – | – |
|
| 5 |
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $160K | +$160K | +6,224 | New |
|
| 6 |
HCM
6
Highlander Capital Management
Short Hills,
New Jersey
| $94K | – | – | – |
|
| 7 |
WRM
7
Westport Resources Management
Westport,
Connecticut
| $21K | +$20.6K | +800 | New |
|
| 8 |
ACS
8
Archford Capital Strategies
Swansea,
Illinois
| $7.7K | – | – | – |
|
| 9 |
CG
9
Colony Group
Boston,
Massachusetts
| $5K | – | – | – |
|
| 10 |
DOA
10
D'Orazio & Associates
Falls Church,
Virginia
| $3K | – | – | – |
|
| 11 |
MPWT
11
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$5.11K | -200 | Closed |
|