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Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
401
Boston Private Bank & Trust
Massachusetts
$7K +$7.11K +18,360 New
HIM
402
Hillsdale Investment Management
Ontario, Canada
$6K
WEC
403
Winslow Evans & Crocker
Massachusetts
$6K +$5.81K +15,000 New
CBT
404
Central Bank & Trust
Kentucky
$6K +$6.2K +16,000 New
MA
405
MUFG Americas
New York
$5K -$3.79K -9,800 -45%
FWM
406
Focused Wealth Management
New York
$5K
LFR
407
Lehman Financial Resources
Pennsylvania
$5K
NES
408
New England Securities
New York
$5K
WA
409
WealthTrust-Arizona
Arizona
$5K +$15 +40 +0.3%
Envestnet Asset Management
410
Envestnet Asset Management
Illinois
$4K +$3.16K +8,160 +443%
AC
411
Alexandria Capital
Virginia
$3K
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$3K
OSNBOA
413
Old Second National Bank of Aurora
Illinois
$3K
WA
414
WFG Advisors
Texas
$3K
LWA
415
Lenox Wealth Advisors
New York
$2K +$1.52K +3,920 New
FNFDCM
416
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2K +$1.55K +4,000 New
TFO
417
Tarbox Family Office
California
$2K +$2.35K +6,080 New
CIM
418
Contravisory Investment Management
Massachusetts
$1K
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
PO
420
Private Ocean
California
$1K +$1.13K +2,920 New
RWM
421
Raffa Wealth Management
District of Columbia
$501 +$387 +1,000 New
NDSI
422
Newman Dignan & Sheerar Inc
Rhode Island
$426 +$5.34K +13,800 +1%
Boston Partners
423
Boston Partners
Massachusetts
-$131M -336,052,320 Closed
EM
424
Elliott Management
New York
-$25.4M -65,458,440 Closed
CP
425
Cumberland Partners
Ontario, Canada
-$18M -46,158,000 Closed