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Name Holding Trade Value Shares
Change
Change in
Stake
NYLT
1526
New York Life Trust
New York
$153K +$99.9K +778 +240%
DPA
1527
Delphi Private Advisors
California
$151K -$3.73K -29 -3%
FI
1528
FCM Investments
Texas
$150K
LWM
1529
Lenox Wealth Management
Ohio
$147K +$15.3K +119 +13%
SC
1530
SRB Corp
Massachusetts
$147K +$136K +1,055 New
AC
1531
Alexandria Capital
Virginia
$142K +$15.9K +124 +14%
VHAM
1532
Van Hulzen Asset Management
California
$133K -$15.3K -119 -11%
KF
1533
Krilogy Financial
Missouri
$133K -$1.67K -13 -1%
PIM
1534
Parasol Investment Management
Illinois
$133K +$27.6K +215 +29%
CWM
1535
Cranbrook Wealth Management
Michigan
$126K
NCM
1536
Nelson Capital Management
California
$122K
TDC
1537
Thompson Davis & Co
Virginia
$111K +$56.4K +439 +122%
JGIA
1538
Jackson Grant Investment Advisers
Connecticut
$109K -$88.5K -689 -47%
RI
1539
Redwood Investments
Massachusetts
$105K +$4.5K +35 +5%
HFM
1540
Hartford Financial Management
Connecticut
$104K
KA
1541
Klingman & Associates
New York
$103K
MUS
1542
Mitsubishi UFJ Securities
Japan
$103K +$90.7K +706 +1,961%
SHJ
1543
Sharkey, Howes & Javer
Colorado
$101K
APSP
1544
Asset Planning Services (Pennsylvania)
Pennsylvania
$101K +$642 +5 +0.7%
AIM
1545
Advantage Investment Management
Iowa
$100K
CAL
1546
Capital Advisors Ltd
Ohio
$100K
CAW
1547
Cornerstone Advisors (Washington)
Washington
$99K +$14.1K +110 +18%
MWM
1548
MinichMacGregor Wealth Management
New York
$96K +$11.7K +91 +15%
CHP
1549
Cable Hill Partners
Oregon
$94K -$12.2K -95 -13%
BL
1550
Balentine LLC
Georgia
$90K +$385 +3 +0.5%