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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
Manchester Capital Management
Vermont
$53K -$18.7K -490 -25%
RFS
402
Rockefeller Financial Services
New York
$50K -$885K -23,164 -94%
GLI
403
Guardian Life Insurance
New York
$48K -$16.1K -421 -24%
ASN
404
Advisory Services Network
Georgia
$38K – – –
NSIM
405
North Star Investment Management
Illinois
$35K -$1.34M -35,000 -97%
SAMC
406
Shinko Asset Management Company
Japan
$34K -$4.51K -118 -11%
WTC
407
WhitTier Trust Company
Nevada
$34K -$3.82K -100 -9%
CTC
408
Central Trust Company
Missouri
$32K -$3.82K -100 -10%
MFS
409
MSI Financial Services
Massachusetts
$29K – – –
FHA
410
First Horizon Advisors
Tennessee
$22K +$382 +10 +2%
JFGIW
411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$14.9K +391 +247%
AF
412
Allworth Financial
California
$18K +$19.1K +501 New
CFS
413
Commonwealth Financial Services
West Virginia
$16K – – –
ECM
414
Estabrook Capital Management
New York
$14.2K – – –
IMS
415
Index Management Solutions
Pennsylvania
$14K -$18.2K -475 -54%
TFA
416
Transamerica Financial Advisors
Florida
$12K -$746K -19,510 -98%
EWM
417
Evercore Wealth Management
New York
$12K – – –
LWM
418
LBA Wealth Management
Florida
$11K – – –
MWAN
419
Mariner Wealth Advisors (NYC)
Kansas
$11K +$11.7K +306 New
VNA
420
Valley National Advisers
Pennsylvania
$11K +$11.8K +308 New
KA
421
Klingman & Associates
New York
$10K – – –
GAM
422
Gemmer Asset Management
California
$10K +$841 +22 +9%
TRCT
423
Tower Research Capital (TRC)
New York
$8K -$63.7K -1,668 -88%
HR
424
Howe & Rusling
New York
$8K +$420 +11 +5%
ZB
425
Zions Bancorporation
Utah
$8K +$8.25K +216 New