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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1251
Klingman & Associates
New York
$75K
TFO
1252
Tarbox Family Office
California
$75K +$198 +3 +0.3%
SIA
1253
Stancorp Investment Advisers
Oregon
$74K -$1.46K -22 -2%
FM
1254
Forward Management
California
$65K -$145K -2,200 -69%
NYLT
1255
New York Life Trust
New York
$63K +$2.12K +32 +3%
PCTC
1256
Perkins Coie Trust Company
Washington
$63K +$23.8K +360 +59%
KT
1257
Kanaly Trust
Texas
$60K +$13K +196 +27%
RPG
1258
Risk Paradigm Group
Texas
$59.9K +$60.6K +916 New
FA
1259
Financial Advantage
Maryland
$58K
YL
1260
YCG LLC
Texas
$57K
WOC
1261
West Oak Capital
California
$56.8K
WCM
1262
Wealthcare Capital Management
Virginia
$56K +$55.8K +844 +7,033%
MFBTD
1263
MB Financial Bank - Trust Department
Illinois
$54K -$222K -3,356 -80%
LOT
1264
Lombard Odier Transatlantic
Quebec, Canada
$52K -$974K -14,724 -95%
HF
1265
Hoxton Financial
West Virginia
$52K
JFA
1266
JNBA Financial Advisors
Minnesota
$52K
MSFP
1267
Mark Sheptoff Financial Planning
Connecticut
$52K +$26.4K +400 +100%
IMS
1268
Index Management Solutions
Pennsylvania
$47K +$2.58K +39 +6%
LNB
1269
Ledyard National Bank
$45K -$2.31K -35 -5%
DSC
1270
Duncker Streett & Co
Missouri
$44K
M
1271
MOTCO
Texas
$44K
RWA
1272
Ropes Wealth Advisors
Massachusetts
$43K +$43.4K +656 New
KPCM
1273
Kings Point Capital Management
New York
$42K
AWM
1274
AllSquare Wealth Management
New York
$41K +$1.85K +28 +5%
WP
1275
WealthPLAN Partners
Nebraska
$41K +$41.1K +621 New