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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
401
MSI Financial Services
Massachusetts
$16K -$4.52K -104 -22%
WRM
402
Westport Resources Management
Connecticut
$16K
ASN
403
Advisory Services Network
Georgia
$15K -$7.83K -180 -34%
AWS
404
Aris Wealth Services
Pennsylvania
$14K +$13.9K +320 New
BPBT
405
Boston Private Bank & Trust
Massachusetts
$13K
JWA
406
JFS Wealth Advisors
Pennsylvania
$12K
RFA
407
Reilly Financial Advisors
California
$12K
HR
408
Howe & Rusling
New York
$11K -$870 -20 -7%
ARMC
409
American Research & Management Company
Massachusetts
$11K
SJIM
410
St. Johns Investment Management
Florida
$10K -$6.48K -149 -39%
MWAN
411
Mariner Wealth Advisors (NYC)
Kansas
$9K +$9.31K +214 New
Bessemer Group
412
Bessemer Group
New Jersey
$9K +$9.39K +216 +3,600%
WOC
413
West Oak Capital
California
$8.99K
NSIM
414
North Star Investment Management
Illinois
$8K
TF
415
Tompkins Financial
New York
$8K
MUS
416
Mitsubishi UFJ Securities
Japan
$8K +$8.44K +194 New
HCM
417
Highlander Capital Management
New Jersey
$7K
CGT
418
Capital Guardian Trust
California
$7K +$7K +161 New
GWM
419
Gupta Wealth Management
California
$7K +$7.31K +168 New
GI
420
Gradient Investments
Minnesota
$6K
KA
421
Klingman & Associates
New York
$6K
LWA
422
Lowe Wealth Advisors
Maryland
$5K
TDC
423
Thompson Davis & Co
Virginia
$5K
VIA
424
Vantage Investment Advisors
Pennsylvania
$5K +$2.78K +64 +100%
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$4K