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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
626
Nelson Capital Management
California
$44K
RFWA
627
RPg Family Wealth Advisory
Massachusetts
$43.8K
WEC
628
Winslow Evans & Crocker
Massachusetts
$43K -$330 -15 -0.8%
SIM
629
Sonora Investment Management
Arizona
$42.7K
LWA
630
Lenox Wealth Advisors
New York
$40K +$3.3K +150 +10%
MCIA
631
Mountain Capital Investment Advisors
Colorado
$40K +$36.3K +1,650 New
SJIM
632
St. Johns Investment Management
Florida
$40K +$36.3K +1,650 New
CAG
633
Crestwood Advisors Group
Massachusetts
$38K -$66K -3,000 -64%
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$36.2K
LNB
635
Ledyard National Bank
$36K
RFS
636
Rockefeller Financial Services
New York
$36K
TC
637
Trust Company
Kansas
$36K
WC
638
Whitnell & Co
Illinois
$36K
WA
639
WealthTrust-Arizona
Arizona
$36K +$2.97K +135 +10%
TCM
640
TD Capital Management
Tennessee
$36K +$33K +1,500 New
BC
641
Bartlett & Co
Ohio
$31K
AW
642
Alpha Windward
Massachusetts
$31K +$28.1K +1,275 New
PCA
643
Peddock Capital Advisors
Massachusetts
$30K
Loomis, Sayles & Company
644
Loomis, Sayles & Company
Massachusetts
$27K
MMG
645
Monetary Management Group
Missouri
$27K
MFW
646
Mosaic Family Wealth
Missouri
$27K
MC
647
Muhlenkamp & Co
Pennsylvania
$27K +$24.8K +1,125 New
LWA
648
Lowe Wealth Advisors
Maryland
$26K -$6.6K -300 -22%
NCM
649
New Capital Management
Texas
$26K
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$330 +15 +1%