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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
376
Next Financial Group
Texas
$27K -$2.62K -60 -10%
LWA
377
Lenox Wealth Advisors
New York
$25K
LNB
378
Ledyard National Bank
$24K
BFEC
379
Benjamin F. Edwards & Company
Missouri
$24K +$21.8K +500 New
RWA
380
Ropes Wealth Advisors
Massachusetts
$24K +$21.8K +500 New
CFA
381
CT Financial Advisors
Pennsylvania
$23.8K
WAM
382
Wealthspire Advisors (Maryland)
Maryland
$22K -$2.7K -62 -12%
NFM
383
North Forty Management
Washington
$22K +$19.6K +450 New
ARMC
384
American Research & Management Company
Massachusetts
$19K
FIB
385
First Interstate Bank
Montana
$19K
HFM
386
Hartford Financial Management
Connecticut
$19K
PA
387
Parallel Advisors
California
$19K +$17K +391 New
FMP
388
Financial Management Professionals
Texas
$17K
FFC
389
First Financial Corp
Indiana
$15K
TCM
390
Tradewinds Capital Management
Washington
$15K
TWA
391
TCI Wealth Advisors
Arizona
$12K +$2.05K +47 +25%
MBT
392
Monroe Bank & Trust
Michigan
$12K +$10.7K +245 New
CHP
393
Cable Hill Partners
Oregon
$11K
TFO
394
Tarbox Family Office
California
$11K
AWM
395
AllSquare Wealth Management
New York
$10K
GAM
396
Gemmer Asset Management
California
$10K
PMFA
397
Plante Moran Financial Advisors
Michigan
$10K
ZB
398
Zions Bancorporation
Utah
$9K -$785 -18 -9%
WPA
399
West Paces Advisors
Georgia
$8.55K +$7.67K +176 New
WEC
400
Winslow Evans & Crocker
Massachusetts
$8.16K