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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1001
Baystate Wealth Management
Massachusetts
$89K
OWA
1002
One Wealth Advisors
California
$86K +$80K +1,412 New
CPA
1003
Cowen Prime Advisors
New York
$85K
MRCM
1004
M&R Capital Management
New Jersey
$85K
AF
1005
Advisornet Financial
Minnesota
$82K +$76.5K +1,350 New
AIM
1006
Advantage Investment Management
Iowa
$79K
BRC
1007
Bell Rock Capital
Delaware
$79K +$227 +4 +0.3%
WOC
1008
West Oak Capital
California
$78.9K
ECM
1009
Exchange Capital Management
Michigan
$75K
FCB
1010
First Command Bank
Texas
$75K
FCFS
1011
First Command Financial Services
Texas
$75K
AP
1012
Arlington Partners
Alabama
$74K +$69.5K +1,226 New
POIA
1013
Pin Oak Investment Advisors
Texas
$73K +$68K +1,200 New
PCTC
1014
Perkins Coie Trust Company
Washington
$71K
IUHSA
1015
Itau Unibanco Holding S.A.
Brazil
$68K +$7.71K +136 +14%
SLF
1016
Sun Life Financial
Ontario, Canada
$64K -$143K -2,517 -71%
VC
1017
Vestor Capital
Illinois
$64K +$60.1K +1,060 New
JGIA
1018
Jackson Grant Investment Advisers
Connecticut
$62K +$340 +6 +0.6%
HR
1019
Howe & Rusling
New York
$62K +$1.13K +20 +2%
MIP
1020
Mondrian Investment Partners
United Kingdom
$61K
SNT
1021
Security National Trust
West Virginia
$60K
MBT
1022
Monroe Bank & Trust
Michigan
$58K +$53.8K +950 New
AAP
1023
Arax Advisory Partners
Colorado
$57K +$737 +13 +1%
FHA
1024
First Horizon Advisors
Tennessee
$57K +$11.4K +202 +27%
DCM
1025
Delpha Capital Management
New York
$54K +$50K +882 New