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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
726
Financial Architects (New Jersey)
New Jersey
$178K +$158K +3,017 New
PVH
727
Psagot Value Holdings
Israel
$175K – – –
JFGIW
728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$174K -$1.84K -35 -1%
KT
729
Kanaly Trust
Texas
$167K -$4.3K -82 -3%
IWMPD
730
Integrated Wealth Management (Palm Desert)
California
$166K – – –
WTB
731
Washington Trust Bank
Washington
$162K -$6.61K -126 -4%
NFG
732
Next Financial Group
Texas
$159K -$6.24K -119 -4%
QCG
733
Quadrant Capital Group
Ohio
$154K +$16.2K +308 +13%
WAM
734
Wealthspire Advisors (Maryland)
Maryland
$138K -$87.4K -1,665 -42%
VCM
735
Vigilant Capital Management
Maine
$131K – – –
CWM
736
Cranbrook Wealth Management
Michigan
$131K +$210 +4 +0.2%
FMII
737
Farmers & Merchants Investments Inc
Nebraska
$128K – – –
AssetMark Inc
738
AssetMark Inc
California
$124K -$240K -4,579 -68%
GLI
739
Guardian Life Insurance
New York
$124K -$39K -743 -26%
AAC
740
Asset Advisors Corp
Georgia
$123K – – –
ZB
741
Zions Bancorporation
Utah
$121K +$16.1K +306 +17%
S
742
SignatureFD
Georgia
$115K -$44.6K -850 -30%
DSC
743
Duncker Streett & Co
Missouri
$114K – – –
LNB
744
Ledyard National Bank
$113K -$42.9K -817 -30%
PCTC
745
Perkins Coie Trust Company
Washington
$113K – – –
CHC
746
City Holding Co
West Virginia
$112K – – –
PFBT
747
Parkside Financial Bank & Trust
Missouri
$111K -$12.9K -245 -12%
JWM
748
Jacobus Wealth Management
Wisconsin
$111K +$98.7K +1,881 New
IIC
749
Integrated Investment Consultants
Michigan
$107K +$94.9K +1,808 New
FCCM
750
First City Capital Management
Georgia
$107K -$77.3K -1,474 -45%