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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
401
Lenox Wealth Advisors
New York
$16K +$8.66K +191 +122%
QBFM
402
QS Batterymarch Financial Management
New York
$15K -$341K -7,526 -96%
WRM
403
Westport Resources Management
Connecticut
$14K -$19.1K -421 -58%
GGPS
404
Gary Goldberg Planning Services
New York
$14K -$91 -2 -0.7%
FHA
405
First Horizon Advisors
Tennessee
$14K
NSIM
406
North Star Investment Management
Illinois
$14K
GAM
407
Gemmer Asset Management
California
$13K
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$12K
DSC
409
Duncker Streett & Co
Missouri
$12K
FANJ
410
Financial Architects (New Jersey)
New Jersey
$12K +$11.3K +250 New
MFBTD
411
MB Financial Bank - Trust Department
Illinois
$12K +$11.3K +250 New
VIA
412
Vantage Investment Advisors
Pennsylvania
$12K +$11.3K +250 New
PTC
413
Private Trust Company
Ohio
$11K
ClearBridge Investments
414
ClearBridge Investments
New York
$10K
M
415
MOTCO
Texas
$10K
WA
416
Waverly Advisors
Alabama
$9K +$8.52K +188 New
HPBT
417
High Point Bank & Trust
North Carolina
$8K
OIA
418
Optimum Investment Advisors
Illinois
$8K
CG
419
Colony Group
Massachusetts
$7K
RIA
420
Regal Investment Advisors
Michigan
$7K
PMFA
421
Plante Moran Financial Advisors
Michigan
$7K +$5.85K +129 +992%
LNB
422
Ledyard National Bank
$7K +$6.75K +149 New
TF
423
Tompkins Financial
New York
$6K -$21.8K -480 -80%
AW
424
Alpha Windward
Massachusetts
$6K -$272 -6 -4%
AC
425
Alexandria Capital
Virginia
$6K