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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
301
Everett Harris & Co
California
$610K +$296K +5,515 +104%
SWM
302
Strategic Wealth Management
Washington
$610K +$581K +10,815 New
ECM
303
Estabrook Capital Management
New York
$608K -$71K -1,322 -11%
NFG
304
Next Financial Group
Texas
$593K +$564K +10,503 New
LOCC
305
Lombard Odier & Cie (Canada)
Quebec, Canada
$582K -$60.7K -1,130 -10%
GLRA
306
Gerald L. Ray & Associates
Texas
$555K +$80.6K +1,500 +18%
UR
307
USCA RIA
Texas
$549K
HA
308
Hamel Associates
New Jersey
$542K
GHAM
309
Gilman Hill Asset Management
Connecticut
$523K -$13.4K -250 -3%
DWT
310
Dorsey & Whitney Trust
South Dakota
$512K +$1.99K +37 +0.4%
FMT
311
First Mercantile Trust
Tennessee
$508K -$43K -800 -8%
BBHC
312
Brown Brothers Harriman & Co
New York
$505K +$31.1K +579 +7%
PG
313
Portola Group
California
$499K -$5.37K -100 -1%
CIG
314
Consolidated Investment Group
Colorado
$482K +$459K +8,541 New
KeyBank National Association
315
KeyBank National Association
Ohio
$471K -$26K -484 -5%
NA
316
Navellier & Associates
Nevada
$467K -$58.4K -1,088 -12%
CK
317
Carnick & Kubik
Colorado
$467K -$34.9K -650 -7%
CCA
318
Checchi Capital Advisers
California
$459K +$19.6K +365 +5%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$440K -$14.9K -277 -3%
PVWM
320
Point View Wealth Management
New Jersey
$437K
SCM
321
Shelton Capital Management
Colorado
$435K
NPC
322
National Planning Corporation
California
$434K -$67.1K -1,250 -14%
HFS
323
HL Financial Services
Kentucky
$425K +$44.6K +831 +12%
PCC
324
Park Circle Company
Maryland
$423K
BFA
325
BlackRock Fund Advisors
California
$419K -$23.8K -443 -6%