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Name Holding Trade Value Shares
Change
Change in
Stake
NES
401
New England Securities
New York
$31K +$2.74K +63 +9%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$30K
MAM
403
Mizuho Asset Management
Japan
$30K
TF
404
Tompkins Financial
New York
$28K -$26.3K -605 -47%
MCM
405
Manchester Capital Management
Vermont
$28K -$17.7K -407 -37%
HI
406
Hudock Inc
Pennsylvania
$25K
PWAG
407
Polaris Wealth Advisory Group
California
$24.3K
AA
408
Apriem Advisors
California
$23K
GGPS
409
Gary Goldberg Planning Services
New York
$18K
JFGIW
410
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K
BOK
411
Bank of Kentucky
Kentucky
$17K
WA
412
Waverly Advisors
Alabama
$16K +$17.4K +400 New
BBHC
413
Brown Brothers Harriman & Co
New York
$12K -$148K -3,410 -92%
HR
414
Howe & Rusling
New York
$12K -$17.4K -400 -57%
FNBT
415
FineMark National Bank & Trust
Florida
$12K -$4.83K -111 -27%
FHA
416
First Horizon Advisors
Tennessee
$12K +$13K +300 New
FM
417
Forward Management
California
$12K +$13K +300 New
AFC
418
AFT Forsyth & Company
Florida
$11K
TFA
419
Transamerica Financial Advisors
Florida
$11K
WCM
420
Windsor Capital Management
Arizona
$11K
FANJ
421
Financial Architects (New Jersey)
New Jersey
$10K -$3.26K -75 -23%
DSC
422
Duncker Streett & Co
Missouri
$10K
SC
423
StellarOne Corp
Virginia
$9K -$8.69K -200 -48%
SFS
424
Signator Financial Services
Massachusetts
$9K
ClearBridge Investments
425
ClearBridge Investments
New York
$8K +$8.87K +204 New