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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Perigon Wealth Management
California
$12K +$11.7K +125 New
WA
402
WealthTrust-Arizona
Arizona
$10K -$752 -8 -7%
LWM
403
LBA Wealth Management
Florida
$9K
PFBT
404
Parkside Financial Bank & Trust
Missouri
$8K
ASN
405
Advisory Services Network
Georgia
$8K +$4.7K +50 +167%
KKAMG
406
Kernodle & Katon Asset Management Group
Arkansas
$6K
NSIM
407
North Star Investment Management
Illinois
$5K
AP
408
Advisors Preferred
Maryland
$5K +$4.79K +51 New
WEC
409
Winslow Evans & Crocker
Massachusetts
$4.62K +$94 +1 +2%
DBT
410
Dubuque Bank & Trust
Iowa
$4K
MFW
411
Mosaic Family Wealth
Missouri
$4K
CAW
412
Cornerstone Advisors (Washington)
Washington
$3K
FHA
413
First Horizon Advisors
Tennessee
$3K
IWMPD
414
Integrated Wealth Management (Palm Desert)
California
$2K
S
415
SignatureFD
Georgia
$2K
ZB
416
Zions Bancorporation
Utah
$2K +$94 +1 +6%
AWM
417
AllSquare Wealth Management
New York
$1K
GI
418
Gradient Investments
Minnesota
$1K
SSB
419
Sandy Spring Bank
Maryland
$1K
HCM
420
Herndon Capital Management
Georgia
$1K +$658 +7 New
KTC
421
Kistler-Tiffany Companies
Pennsylvania
$1K +$1.41K +15 New
PIA
422
Piedmont Investment Advisors
North Carolina
$94 +$94 +1 New
HCM
423
Highbridge Capital Management
New York
-$43.6M -439,732 Closed
PIM
424
Perkins Investment Management
Illinois
-$34.3M -345,848 Closed
HHC
425
Hutchin Hill Capital
New York
-$30.5M -307,638 Closed