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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
201
MSI Financial Services
Massachusetts
$40K -$4.35K -766 -10%
CYG
202
Clean Yield Group
Vermont
$36K
GWM
203
Geneos Wealth Management
Colorado
$29K -$381 -67 -1%
WTB
204
Washington Trust Bank
Washington
$27K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$26K +$1.91K +337 +8%
VNA
206
Valley National Advisers
Pennsylvania
$25K
ASN
207
Advisory Services Network
Georgia
$24K +$9.97K +1,755 +76%
BAM
208
Brave Asset Management
New Jersey
$22K
JCM
209
Jacobi Capital Management
Pennsylvania
$21K
NFG
210
Next Financial Group
Texas
$21K +$2.07K +364 +11%
ZB
211
Zions Bancorporation
Utah
$20K +$7.02K +1,236 +43%
TCM
212
Tradewinds Capital Management
Washington
$17K
PCP
213
Proficio Capital Partners
Massachusetts
$16K
PG
214
PEAK6 Group
Illinois
$15K -$348K -61,227 -96%
TDC
215
Thompson Davis & Co
Virginia
$15K
WEC
216
Winslow Evans & Crocker
Massachusetts
$14.1K
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$6.73K +1,185 +97%
PWM
218
Perigon Wealth Management
California
$14K +$13.9K +2,456 New
ClearBridge Investments
219
ClearBridge Investments
New York
$13K
EWM
220
Edge Wealth Management
New York
$12K
IWMPD
221
Integrated Wealth Management (Palm Desert)
California
$12K
WA
222
WealthTrust-Arizona
Arizona
$12K
SSB
223
Sandy Spring Bank
Maryland
$12K +$11.8K +2,080 New
WT
224
Whittier Trust
California
$11K -$1.7K -300 -14%
CLOS
225
Compagnie Lombard Odier SCmA
Switzerland
$11K