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Name Holding Trade Value Shares
Change 		Change in
Stake
JG
1001
Jefferies Group
New York
$3.26M -$28M -209,429 -90%
GP
1002
Girard Partners
Pennsylvania
$3.23M +$306K +2,290 +11%
IB
1003
Intrust Bank
Kansas
$3.21M -$3.07K -23 -0.1%
MCP
1004
Mirador Capital Partners
California
$3.19M -$166K -1,242 -5%
FANJ
1005
Financial Architects (New Jersey)
New Jersey
$3.19M -$89K -666 -3%
FWM
1006
Focused Wealth Management
New York
$3.19M -$63.9K -478 -2%
BS
1007
Banco Santander
Spain
$3.17M -$641K -4,797 -18%
EWM
1008
Evercore Wealth Management
New York
$3.17M +$64.8K +485 +2%
PTC
1009
Private Trust Company
Ohio
$3.16M +$177K +1,325 +6%
PCMI
1010
Princeton Capital Management Inc
New Jersey
$3.13M +$31.1K +233 +1%
DA
1011
Dillon & Associates
Michigan
$3.13M +$189K +1,412 +7%
AF
1012
Aldebaran Financial
$3.13M – – –
DT
1013
Diversified Trust
Tennessee
$3.13M +$8.95K +67 +0.3%
AJ
1014
Ashburton (Jersey)
Jersey
$3.12M – – –
PMG
1015
ProVise Management Group
Florida
$3.11M +$150K +1,124 +5%
WAM
1016
Weatherly Asset Management
California
$3.1M +$10K +75 +0.3%
ID
1017
Integral Derivatives
New York
$3.1M -$60M -448,834 -95%
PGFC
1018
Peapack-Gladstone Financial Corp
New Jersey
$3.1M +$1.04M +7,804 +56%
IIA
1019
IPG Investment Advisors
California
$3.09M -$1.88M -14,060 -39%
HSA
1020
HBK Sorce Advisory
Pennsylvania
$3.09M -$73.2K -548 -2%
OIA
1021
Optimum Investment Advisors
Illinois
$3.07M -$26.7K -200 -0.9%
CWM
1022
CMH Wealth Management
New Hampshire
$3.05M -$28.7K -215 -1%
SCI
1023
Stableford Capital II
Arizona
$3.05M +$2.87M +21,444 New
SGCA
1024
Steel Grove Capital Advisors
Tennessee
$3.03M +$1.06M +7,896 +59%
GT
1025
Glenview Trust
Kentucky
$3.03M +$99.2K +742 +4%
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