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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$37K +$40.4K +436 New
FANJ
302
Financial Architects (New Jersey)
New Jersey
$34K +$37K +400 New
BKBG
303
BHF Kleinwort Benson Group
Belgium
$32K +$29.8K +322 New
PTC
304
Private Trust Company
Ohio
$29K +$31.5K +340 New
KTC
305
Kistler-Tiffany Companies
Pennsylvania
$29K +$32.1K +347 New
LM
306
Lincluden Management
Ontario, Canada
$28.9K +$28.6M +309,085 New
AFC
307
AFT Forsyth & Company
Florida
$24K +$25.9K +280 New
SSB
308
Sandy Spring Bank
Maryland
$21K +$23.2K +250 New
RIA
309
Regal Investment Advisors
Michigan
$20K +$21.9K +237 New
PSI
310
Pinnacle Summer Investments
Virginia
$19K +$20.4K +220 New
AC
311
Alexandria Capital
Virginia
$16K +$17.4K +188 New
OA
312
OFI Advisors
Pennsylvania
$16K +$17.6K +190 New
BC
313
Bartlett & Co
Ohio
$14K +$14.8K +160 New
AIM
314
Acuity Investment Management
Ontario, Canada
$12K +$13K +140 New
PP
315
Palladium Partners
Virginia
$12K +$13K +140 New
IWC
316
Integrated Wealth Counsel
California
$10K +$10.9K +118 New
WA
317
WFG Advisors
Texas
$10K +$11.1K +120 New
NES
318
New England Securities
New York
$9K +$10.1K +109 New
M&T Bank
319
M&T Bank
New York
$8K +$9.26K +100 New
TF
320
Tompkins Financial
New York
$8K +$9.26K +100 New
BIM
321
BlackRock Investment Management
Delaware
$7K +$7.41K +80 New
BFEC
322
Benjamin F. Edwards & Company
Missouri
$7K +$7.78K +84 New
CCM
323
Cazenove Capital Management
United Kingdom
$6.78K +$7.41K +80 New
CAW
324
Cornerstone Advisors (Washington)
Washington
$6K +$6.48K +70 New
FNBT
325
FineMark National Bank & Trust
Florida
$6K +$6.48K +70 New