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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
851
MV Capital Management
Maryland
$114K +$37.3K +798 +42%
LFR
852
Lehman Financial Resources
Pennsylvania
$108K – – –
EWM
853
Endurance Wealth Management
Rhode Island
$105K +$10.5K +224 +10%
PSI
854
Pinnacle Summer Investments
Virginia
$103K +$61.3K +1,312 +113%
DIA
855
Davidson Investment Advisors
Montana
$99K – – –
AssetMark Inc
856
AssetMark Inc
California
$97K +$85.6K +1,832 +386%
VIA
857
Vident Investment Advisory
Georgia
$96K +$49.9K +1,069 +88%
NIMI
858
Natixis Investment Managers International
France
$91K +$21.4K +458 +27%
HFM
859
Hartford Financial Management
Connecticut
$89K -$52.4K -1,122 -34%
KF
860
Krilogy Financial
Missouri
$89K +$99.1K +2,121 New
CFA
861
Carroll Financial Associates
North Carolina
$87K -$15.7K -335 -14%
JIC
862
Joel Isaacson & Co
New York
$86K +$10.3K +221 +12%
UFG
863
United Fire Group
Iowa
$85K – – –
CFSG
864
Community Financial Services Group
Vermont
$84K +$3.08K +66 +3%
GS
865
GAM Systematic
United Kingdom
$79K +$87.6K +1,875 New
NYLT
866
New York Life Trust
New York
$78K -$58.4K -1,251 -40%
IWMPD
867
Integrated Wealth Management (Palm Desert)
California
$76K – – –
BL
868
Balentine LLC
Georgia
$71K – – –
CG
869
Colony Group
Massachusetts
$70K – – –
CFG
870
CKW Financial Group
Hawaii
$66K -$18.6K -399 -20%
DOA
871
D'Orazio & Associates
Virginia
$65K +$14.7K +315 +28%
MBT
872
Monroe Bank & Trust
Michigan
$63K – – –
WA
873
WealthTrust-Arizona
Arizona
$61K – – –
PMFA
874
Plante Moran Financial Advisors
Michigan
$59K -$8.78K -188 -12%
FMT
875
First Mercantile Trust
Tennessee
$57K – – –