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Name Holding Trade Value Shares
Change
Change in
Stake
PSI
251
Pinnacle Summer Investments
Virginia
$6K -$808 -100 -13%
Credit Agricole
252
Credit Agricole
France
$6K
JFA
253
JNBA Financial Advisors
Minnesota
$6K
TF
254
Tompkins Financial
New York
$6K
WT
255
Whittier Trust
California
$6K
KT
256
Kanaly Trust
Texas
$6K +$598 +74 +11%
UFA
257
US Financial Advisors
Massachusetts
$6K +$6.06K +750 New
BIM
258
BlackRock Investment Management
Delaware
$5K -$6.2K -767 -55%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$5K
IC
260
Intersect Capital
California
$4K +$4.04K +500 New
RC
261
RegentAtlantic Capital
New Jersey
$3.09K +$3.18K +393 New
ClearBridge Investments
262
ClearBridge Investments
New York
$3K -$1.82K -225 -34%
HDIM
263
Hanson & Doremus Investment Management
Vermont
$3K
HCC
264
Hirtle Callaghan & Co
Pennsylvania
$3K
RFA
265
Reilly Financial Advisors
California
$3K +$3.02K +374 New
WA
266
WFG Advisors
Texas
$2K -$5.66K -700 -69%
CG
267
Colony Group
Massachusetts
$2K
FANJ
268
Financial Architects (New Jersey)
New Jersey
$2K
HMS
269
Hanseatic Management Services
New Mexico
$2K
H
270
Hexavest
Quebec, Canada
$2K
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
PIA
272
Peachtree Investment Advisors
Georgia
$2K
PFSC
273
Peoples Financial Services Corp
Pennsylvania
$2K
VIA
274
Vantage Investment Advisors
Pennsylvania
$2K
KA
275
Klingman & Associates
New York
$2K +$2.14K +265 New