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New Jersey Resources

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$76K +$11.9K +420 +20%
VNA
202
Valley National Advisers
Pennsylvania
$68K +$84.1K +2,960 New
BRWA
203
B. Riley Wealth Advisors
Florida
$67K +$62.6K +2,202 New
DVM
204
Dreman Value Management
Florida
$61K -$12.3K -434 -18%
DADC
205
D.A. Davidson & Co
Montana
$61K
US Bancorp
206
US Bancorp
Minnesota
$59K +$4.38K +154 +9%
MCM
207
Manchester Capital Management
Vermont
$50K -$149K -5,250 -76%
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$46K +$42.6K +1,500 New
BBPWM
209
Blue Bell Private Wealth Management
Pennsylvania
$41K
BKA
210
Brick & Kyle Associates
Pennsylvania
$38K +$35.3K +1,242 New
SSB
211
Sandy Spring Bank
Maryland
$37K
ATC
212
Adirondack Trust Company
New York
$28K
FANJ
213
Financial Architects (New Jersey)
New Jersey
$28K
LFR
214
Lehman Financial Resources
Pennsylvania
$28K
MAA
215
Managed Account Advisors
New Jersey
$21K -$1.34M -47,106 -99%
PR
216
Payden & Rygel
California
$21K
RA
217
Rational Advisors
New York
$21K +$19.9K +700 New
HMS
218
Hanseatic Management Services
New Mexico
$18K +$16.6K +584 New
CCMW
219
Cypress Capital Management (Wyoming)
Wyoming
$16.8K +$15.6K +550 New
WEC
220
Winslow Evans & Crocker
Massachusetts
$16.1K
JWA
221
JFS Wealth Advisors
Pennsylvania
$15K
PSUF
222
People's United Financial
Connecticut
$14K +$13.2K +464 New
FM
223
Forward Management
California
$13K
QI
224
QS Investors
New York
$11K +$10K +352 New
GAM
225
Gemmer Asset Management
California
$9K