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Name Holding Trade Value Shares
Change
Change in
Stake
IMS
301
Index Management Solutions
Pennsylvania
$35K +$35.1K +1,260 New
CA
302
CapWealth Advisors
Tennessee
$30K – – –
HR
303
Howe & Rusling
New York
$29K -$1.87K -67 -6%
LBG
304
Lloyds Banking Group
United Kingdom
$27K – – –
Parallax Volatility Advisers
305
Parallax Volatility Advisers
California
$26K -$25.9K -930 -50%
HFM
306
Hartford Financial Management
Connecticut
$23K – – –
First Manhattan
307
First Manhattan
New York
$22K – – –
SF
308
Synovus Financial
Georgia
$22K – – –
Jones Financial Companies
309
Jones Financial Companies
Missouri
$22K +$8.47K +304 +61%
MAM
310
Mizuho Asset Management
Japan
$20K – – –
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$17K +$17.6K +630 New
MWP
312
MYCIO Wealth Partners
Pennsylvania
$15K +$28 +1 +0.2%
FNBT
313
FineMark National Bank & Trust
Florida
$14K – – –
ARMC
314
American Research & Management Company
Massachusetts
$11K – – –
FMP
315
Financial Management Professionals
Texas
$10K – – –
PTC
316
Private Trust Company
Ohio
$10K – – –
ACM
317
Aviance Capital Management
Florida
$9K +$9.2K +330 New
PMFA
318
Plante Moran Financial Advisors
Michigan
$9K +$9.48K +340 New
BC
319
Bartlett & Co
Ohio
$8K – – –
MCM
320
Manchester Capital Management
Vermont
$8K – – –
RA
321
Rational Advisors
New York
$7K – – –
SFSIG
322
San Francisco Sentry Investment Group
California
$7K – – –
FNBSF
323
First National Bank Sioux Falls
South Dakota
$6K – – –
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
LWA
325
Lenox Wealth Advisors
New York
$5K – – –