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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
401
Arax Advisory Partners
Colorado
$25K
WTB
402
Washington Trust Bank
Washington
$20K
BG
403
Bollard Group
Massachusetts
$20K +$154 +5 +0.7%
PA
404
Parallel Advisors
California
$19K -$431 -14 -2%
SNT
405
Security National Trust
West Virginia
$18K +$19.5K +634 New
First Manhattan
406
First Manhattan
New York
$16K
IWM
407
IHT Wealth Management
Illinois
$15K
ZB
408
Zions Bancorporation
Utah
$15K +$1.42K +46 +10%
AIS
409
AlphaOne Investment Services
Pennsylvania
$15K +$15.5K +504 New
S
410
SignatureFD
Georgia
$15K +$15.9K +516 New
GLI
411
Guardian Life Insurance
New York
$14K -$6.12K -199 -29%
SC
412
Sawyer & Company
Massachusetts
$14K
ASN
413
Advisory Services Network
Georgia
$14K +$3.94K +128 +35%
IIC
414
Integrated Investment Consultants
Michigan
$14K +$15.4K +500 New
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K -$1.54K -50 -10%
TCOV
416
Trust Company of Vermont
Vermont
$13K -$8.46K -275 -38%
PWM
417
Perigon Wealth Management
California
$12K
CT
418
CPF Texas
Texas
$11K -$9.99K -325 -47%
QCG
419
Quadrant Capital Group
Ohio
$11K
SFG
420
SevenBridge Financial Group
Pennsylvania
$11K
VEA
421
Virtus ETF Advisers
New York
$10K -$2.86K -93 -21%
MWM
422
Mascoma Wealth Management
New Hampshire
$10K
BFEC
423
Benjamin F. Edwards & Company
Missouri
$9K
IA
424
IFP Advisors
Florida
$9K
PMFA
425
Plante Moran Financial Advisors
Michigan
$9K +$4.71K +153 +107%