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VMRK

Vivmark Residential

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$23K +$11.9K +225 +100%
BPBT
402
Boston Private Bank & Trust
Massachusetts
$21K – – –
PAS
403
Partnervest Advisory Services
California
$17K – – –
CFG
404
CKW Financial Group
Hawaii
$17K +$17.1K +324 New
LFR
405
Lehman Financial Resources
Pennsylvania
$16K – – –
FWM
406
Focused Wealth Management
New York
$15K – – –
CGT
407
Capital Guardian Trust
California
$13K – – –
CTC
408
Central Trust Company
Missouri
$13K +$2.53K +48 +24%
WA
409
WFG Advisors
Texas
$10K – – –
AA
410
Apriem Advisors
California
$8K – – –
VIA
411
Vantage Investment Advisors
Pennsylvania
$8K +$7.9K +150 New
FBT
412
Founders Bank & Trust
Michigan
$6K – – –
TFO
413
Tarbox Family Office
California
$6K +$6.53K +124 New
CRM
414
Cramer Rosenthal McGlynn
Connecticut
$5K – – –
PCM
415
Prelude Capital Management
New York
$5K +$5.27K +100 New
HR
416
Howe & Rusling
New York
$4K – – –
PMFA
417
Plante Moran Financial Advisors
Michigan
$3K -$29K -550 -90%
ATC
418
Adirondack Trust Company
New York
$3K – – –
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$11.7K -222 -81%
TFA
420
Transamerica Financial Advisors
Florida
$1K – – –
RWM
421
Raffa Wealth Management
District of Columbia
$718 +$527 +10 New
SRES
422
Starwood Real Estate Securities
Connecticut
– -$33.4M -624,350 Closed
CGM
423
Capital Growth Management
Massachusetts
– -$13.4M -250,000 Closed
Fidelity International
424
Fidelity International
Bermuda
– -$13.3M -247,535 Closed
LBIM
425
Land & Buildings Investment Management
Connecticut
– -$2.94M -54,800 Closed