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Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
576
Integrated Wealth Management (Palm Desert)
California
$168K -$9.55K -1,000 -6%
KTC
577
Kistler-Tiffany Companies
Pennsylvania
$168K
CAW
578
Cornerstone Advisors (Washington)
Washington
$165K +$53.1K +5,560 +50%
GLI
579
Guardian Life Insurance
New York
$158K
SF
580
Synovus Financial
Georgia
$157K
JCM
581
Jacobi Capital Management
Pennsylvania
$155K
PMFA
582
Plante Moran Financial Advisors
Michigan
$152K
PSUF
583
People's United Financial
Connecticut
$140K
QCG
584
Quadrant Capital Group
Ohio
$139K +$5.06K +530 +4%
WAS
585
WESPAC Advisors SoCal
California
$138K
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$137K -$3.82K -400 -3%
GWS
587
Glassman Wealth Services
Virginia
$135K +$106K +11,150 +446%
EDRS
588
Edmond de Rothschild (Suisse)
Switzerland
$133K -$47.7K -5,000 -27%
WP
589
WealthPLAN Partners
Nebraska
$120K -$115K -12,060 -51%
AssetMark Inc
590
AssetMark Inc
California
$115K
First Manhattan
591
First Manhattan
New York
$111K
TCM
592
Tanaka Capital Management
New York
$107K
GBT
593
Grove Bank & Trust
Florida
$101K -$47.7K -5,000 -33%
WAM
594
Wealthspire Advisors (Maryland)
Maryland
$99K -$2K -210 -2%
JFGIW
595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$99K
PCM
596
Penserra Capital Management
California
$99K +$6.87K +720 +8%
FPB
597
First PREMIER Bank
South Dakota
$99K +$95.5K +10,000 New
CCM
598
Cupps Capital Management
Illinois
$93K -$950K -99,550 -91%
ClearBridge Investments
599
ClearBridge Investments
New York
$92K +$2.48K +260 +3%
HIIFS
600
Harel Insurance Investments & Financial Services
Israel
$91K -$73.5K -7,700 -46%