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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
601
Transamerica Financial Advisors
Florida
$89K +$85.8K +374 New
PVH
602
Psagot Value Holdings
Israel
$85K -$41.7K -182 -34%
HRC
603
Hoertkorn Richard Charles
$85K – – –
MCM
604
Manchester Capital Management
Vermont
$83K +$80.3K +350 New
HDIM
605
Hanson & Doremus Investment Management
Vermont
$81K – – –
DWM
606
Destination Wealth Management
California
$79K – – –
BFC
607
Bedel Financial Consulting
Indiana
$74K -$1.38K -6 -2%
SFSIG
608
San Francisco Sentry Investment Group
California
$74K – – –
APA
609
American Portfolios Advisors
New York
$73.1K -$11.5K -50 -14%
TF
610
TimeScale Financial
Massachusetts
$73K +$70.4K +307 New
TFS
611
TrustCore Financial Services
Tennessee
$72K – – –
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$71K – – –
NSB
613
Norway Savings Bank
Maine
$71K – – –
SCA
614
Stuart Chaussee & Associates
California
$71K +$17.2K +75 +33%
CIA
615
CSat Investment Advisory
Michigan
$71K +$58.7K +256 +595%
PCG
616
Private Capital Group
Connecticut
$70K +$35.3K +154 +99%
BCA
617
Berman Capital Advisors
Georgia
$64K +$2.29K +10 +4%
PCP
618
Proficio Capital Partners
Massachusetts
$64K +$27.5K +120 +81%
GAM
619
Gemmer Asset Management
California
$61K – – –
MWM
620
Mascoma Wealth Management
New Hampshire
$61K – – –
WEC
621
Winslow Evans & Crocker
Massachusetts
$58K – – –
FNB
622
Farmers National Bank
Kentucky
$57K – – –
CAW
623
Cornerstone Advisors (Washington)
Washington
$56K +$7.8K +34 +17%
RFA
624
Reilly Financial Advisors
California
$55K – – –
ST
625
Smithfield Trust
Pennsylvania
$55K +$45.9K +200 +645%