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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1226
WealthPLAN Partners
Nebraska
$86.2K +$249K +3,856 New
PCTC
1227
Perkins Coie Trust Company
Washington
$84K – – –
LWM
1228
LBA Wealth Management
Florida
$83K +$47.3K +734 +122%
KPCM
1229
Kings Point Capital Management
New York
$79K – – –
YL
1230
YCG LLC
Texas
$79K +$81.3K +1,260 New
KKAMG
1231
Kernodle & Katon Asset Management Group
Arkansas
$75K +$77.4K +1,200 New
SMG
1232
Spectrum Management Group
Indiana
$75K +$77.4K +1,200 New
MCA
1233
Mercer Capital Advisers
New Jersey
$73K +$6.45K +100 +9%
CWM
1234
Catamount Wealth Management
Connecticut
$70K -$5.16K -80 -7%
UFA
1235
US Financial Advisors
Massachusetts
$70K – – –
EDRPMB
1236
Edmond de Rothschild Private Merchant Banking
United Kingdom
$65K – – –
CFA
1237
CT Financial Advisors
Pennsylvania
$63.3K – – –
AFP
1238
Ausdal Financial Partners
Iowa
$55K +$56.8K +880 New
GAM
1239
Gemmer Asset Management
California
$54K +$10.7K +166 +24%
WAS
1240
WESPAC Advisors SoCal
California
$54K +$56.2K +872 New
SHJ
1241
Sharkey, Howes & Javer
Colorado
$52K – – –
HFM
1242
Hartford Financial Management
Connecticut
$51K +$25.8K +400 +95%
PCC
1243
Park Circle Company
Maryland
$50K – – –
SAM
1244
Sunnymeath Asset Management
New Jersey
$50K +$51.6K +800 New
H
1245
Hexavest
Quebec, Canada
$48K – – –
TCM
1246
Tradewinds Capital Management
Washington
$44K +$31K +480 +214%
MWP
1247
MYCIO Wealth Partners
Pennsylvania
$44K +$38.6K +598 +534%
Loomis, Sayles & Company
1248
Loomis, Sayles & Company
Massachusetts
$44K +$45.1K +700 New
OC
1249
Oakworth Capital
Alabama
$41K -$41.3K -640 -49%
BAM
1250
Brave Asset Management
New Jersey
$41K – – –