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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
501
Tradewinds Capital Management
Washington
$110K – – –
NCMG
502
NCM Capital Management Group
North Carolina
$109K +$101K +2,100 New
EWM
503
Evercore Wealth Management
New York
$105K – – –
TCOV
504
Trust Company of Vermont
Vermont
$103K – – –
JIC
505
Joel Isaacson & Co
New York
$101K -$11.9K -246 -11%
GLI
506
Guardian Life Insurance
New York
$91K -$23.7K -492 -22%
KTC
507
Kistler-Tiffany Companies
Pennsylvania
$87K – – –
QAM
508
QCI Asset Management
New York
$84K -$3.95K -82 -5%
QCG
509
Quadrant Capital Group
Ohio
$84K +$9.73K +202 +13%
ASN
510
Advisory Services Network
Georgia
$84K +$26.8K +556 +52%
MME
511
Meag Munich Ergo
Germany
$83K -$4.01M -83,282 -98%
AC
512
Alexandria Capital
Virginia
$83K – – –
CPA
513
Cowen Prime Advisors
New York
$83K – – –
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$81K – – –
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K -$11.3K -234 -14%
WAM
516
Wealthspire Advisors (Maryland)
Maryland
$77K +$14.1K +292 +25%
MBT
517
Monroe Bank & Trust
Michigan
$73K – – –
RBC
518
Roble Belko & Company
Pennsylvania
$72K – – –
HCM
519
Highlander Capital Management
New Jersey
$69K – – –
RFS
520
Rockefeller Financial Services
New York
$67K +$62.4K +1,296 New
AIM
521
Advantage Investment Management
Iowa
$64K – – –
IIM
522
Ipswich Investment Management
Massachusetts
$63K +$57.8K +1,200 New
SBL
523
Sargent Bickham Lagudis
Colorado
$63K +$58.2K +1,208 New
NFG
524
Next Financial Group
Texas
$62K – – –
M
525
MOTCO
Texas
$60K – – –