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Name Holding Trade Value Shares
Change
Change in
Stake
PMA
901
Prudent Man Advisors
Illinois
$448K -$9.8K -142 -2%
CPC
902
Cookson Peirce & Co
Pennsylvania
$446K +$89.7K +1,300 +27%
WBC
903
West Branch Capital
Massachusetts
$446K -$10.1K -146 -2%
MSS
904
Mitchell Sinkler & Starr
Pennsylvania
$445K
CIAS
905
Capital Investment Advisory Services
North Carolina
$445K -$17.7K -256 -4%
WTC
906
WhitTier Trust Company
Nevada
$444K
AP
907
Advisors Preferred
Maryland
$444K -$193K -2,800 -32%
TWC
908
TD Waterhouse Canada
Ontario, Canada
$443K +$1.45K +21 +0.4%
PTC
909
Private Trust Company
Ohio
$442K -$14.6K -212 -3%
PWM
910
Perigon Wealth Management
California
$442K +$111K +1,612 +36%
CG
911
Corundum Group
Colorado
$440K +$2K +29 +0.5%
KA
912
Klingman & Associates
New York
$439K +$2.69K +39 +0.7%
CCA
913
Checchi Capital Advisers
California
$439K +$51.5K +746 +14%
GIP
914
Granite Investment Partners
California
$439K
SVWAG
915
Sound View Wealth Advisors Group
Georgia
$437K +$37.6K +545 +10%
LPU
916
Lansdowne Partners (UK)
United Kingdom
$436K -$141K -2,049 -26%
AWM
917
Aberdeen Wealth Management
Illinois
$436K
WAM
918
Weiss Asset Management
Massachusetts
$435K +$411K +5,955 New
WC
919
Whitney & Co
New York
$435K
NL
920
NWAM LLC
Washington
$434K -$1.59K -23 -0.4%
AF
921
Allworth Financial
California
$434K +$29.6K +429 +8%
GEA
922
Glen Eagle Advisors
New Jersey
$432K -$47.6K -689 -10%
SWM
923
Spire Wealth Management
Virginia
$431K -$176K -2,549 -31%
WA
924
Waddell & Associates
Tennessee
$429K -$17.3K -250 -4%
SWM
925
Segment Wealth Management
Texas
$428K +$2.76K +40 +0.7%