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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
551
Mark Sheptoff Financial Planning
Connecticut
$15K +$15.1K +300 New
Loomis, Sayles & Company
552
Loomis, Sayles & Company
Massachusetts
$13K – – –
WTC
553
WhitTier Trust Company
Nevada
$12K – – –
HCM
554
Highlander Capital Management
New Jersey
$11.4K – – –
SCG
555
Strategic Capital Group
Washington
$11K – – –
MWP
556
MYCIO Wealth Partners
Pennsylvania
$11K +$100 +2 +0.9%
GAM
557
Gemmer Asset Management
California
$11K +$10.5K +210 New
M
558
MOTCO
Texas
$10K – – –
ST
559
SpiderRock Trading
Illinois
$10K – – –
PSC
560
Piper Sandler & Co
Minnesota
$9K +$8.83K +176 New
CCM
561
Carderock Capital Management
Maryland
$9K +$9.03K +180 New
NES
562
New England Securities
New York
$8K -$3.56K -71 -32%
CCS
563
Crosspoint Capital Strategies
California
$8K – – –
MA
564
MCF Advisors
Kentucky
$8K +$50 +1 +0.6%
VIA
565
Vantage Investment Advisors
Pennsylvania
$8K +$8.13K +162 New
S
566
SignatureFD
Georgia
$7K +$6.77K +135 New
AWM
567
Avior Wealth Management
Nebraska
$7K +$7.02K +140 New
ARMC
568
American Research & Management Company
Massachusetts
$4K – – –
FBT
569
Founders Bank & Trust
Michigan
$4K – – –
CG
570
Colony Group
Massachusetts
$4K +$4.37K +87 New
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$3.01K -60 -50%
AC
572
Alexandria Capital
Virginia
$3K – – –
HCC
573
Hirtle Callaghan & Co
Pennsylvania
$3K – – –
TFO
574
Tarbox Family Office
California
$3K – – –
EWM
575
Edge Wealth Management
New York
$3K +$3.01K +60 New