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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
601
Woodmont Investment Counsel
Tennessee
$97K
ClearBridge Investments
602
ClearBridge Investments
New York
$93K
CAW
603
Cornerstone Advisors (Washington)
Washington
$91K +$4.91K +500 +6%
NSIM
604
North Star Investment Management
Illinois
$89K
FANJ
605
Financial Architects (New Jersey)
New Jersey
$87K +$83.3K +8,490 New
LNB
606
Ledyard National Bank
$87K +$83.4K +8,500 New
BKA
607
Brick & Kyle Associates
Pennsylvania
$86K -$9.82K -1,000 -11%
EDRE
608
Edmond de Rothschild (Europe)
Luxembourg
$85K
EDRH
609
Edmond de Rothschild Holding
Switzerland
$85K
FWM
610
Focused Wealth Management
New York
$84K +$12.5K +1,270 +18%
EWM
611
Endurance Wealth Management
Rhode Island
$72K
BBHC
612
Brown Brothers Harriman & Co
New York
$69K +$6.77K +690 +11%
PCM
613
Penserra Capital Management
California
$66K +$13.5K +1,380 +27%
CFA
614
CT Financial Advisors
Pennsylvania
$64.8K +$13.2K +1,340 +27%
CGT
615
Capital Guardian Trust
California
$64K
SEC
616
Seven Eight Capital
New York
$63K -$128K -13,000 -68%
TFA
617
Transamerica Financial Advisors
Florida
$63K -$6.87K -700 -10%
HI
618
Hudock Inc
Pennsylvania
$62K
WRM
619
Westport Resources Management
Connecticut
$61K -$161K -16,450 -73%
CBOA
620
Commonwealth Bank of Australia
Australia
$61K +$14.6K +1,490 +33%
PSC
621
Prentiss Smith & Co
Vermont
$61K +$29.4K +3,000 +100%
AIM
622
Anchor Investment Management
South Carolina
$60.3K +$57.9K +5,900 New
SWA
623
Sutton Wealth Advisors
Florida
$57.2K +$55K +5,600 New
NYLT
624
New York Life Trust
New York
$56K
CFN
625
Cordasco Financial Network
Florida
$54K +$52K +5,300 New