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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1526
Mark Sheptoff Financial Planning
Connecticut
$181K +$15.8K +150 +10%
RFA
1527
Reilly Financial Advisors
California
$181K +$38.3K +363 +30%
AIC
1528
Ayalon Insurance Company
Israel
$176K
CFA
1529
Carroll Financial Associates
North Carolina
$170K +$66.8K +633 +73%
TIM
1530
Tortoise Investment Management
New York
$157K -$33.2K -315 -19%
FCCM
1531
First City Capital Management
Georgia
$152K -$21.1K -200 -13%
ST
1532
Smithfield Trust
Pennsylvania
$149K +$22.7K +215 +20%
ATC
1533
Adirondack Trust Company
New York
$147K +$1.05K +10 +0.8%
LWA
1534
Lenox Wealth Advisors
New York
$147K +$57.2K +542 +72%
ZB
1535
Zions Bancorporation
Utah
$141K -$210K -1,988 -62%
GBBWRPM
1536
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$138K +$36.9K +350 +41%
KPCM
1537
Kings Point Capital Management
New York
$136K +$21.1K +200 +20%
SIM
1538
Sonora Investment Management
Arizona
$133K -$84K -796 -40%
RWG
1539
Regal Wealth Group
California
$131K
CCMW
1540
Cypress Capital Management (Wyoming)
Wyoming
$128K -$10.6K -100 -8%
OHS
1541
Odey Holdings (Switzerland)
Switzerland
$126K -$305K -2,886 -72%
CFS
1542
Commonwealth Financial Services
West Virginia
$126K
VCM
1543
Versant Capital Management
Arizona
$125K -$3.38K -32 -3%
GI
1544
Gradient Investments
Minnesota
$124K -$30.1K -285 -21%
AWMS
1545
Advocacy Wealth Management Services
Georgia
$120K -$5.28K -50 -5%
MFBTD
1546
MB Financial Bank - Trust Department
Illinois
$118K -$4.01K -38 -4%
BC
1547
Bartlett & Co
Ohio
$117K +$13.2K +125 +14%
EDRS
1548
Edmond de Rothschild (Suisse)
Switzerland
$116K -$211K -2,000 -66%
CHP
1549
Cable Hill Partners
Oregon
$115K
CP
1550
Corbenic Partners
Pennsylvania
$114K -$11.1K -105 -10%