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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1051
Klingman & Associates
New York
$140K
MPWT
1052
MassMutual Private Wealth & Trust
Connecticut
$140K -$114K -3,952 -44%
TSW
1053
Thompson Siegel & Walmsley
Virginia
$134K -$208K -7,240 -60%
CHP
1054
Cable Hill Partners
Oregon
$133K +$8.45K +294 +7%
F
1055
FolioMetrix
Nebraska
$130K -$28.8K -1,000 -18%
EFSCE
1056
Enterprise Financial Services Corp (EFSC)
Missouri
$129K
MUS
1057
Mitsubishi UFJ Securities
Japan
$129K +$132K +4,580 New
CFA
1058
CT Financial Advisors
Pennsylvania
$120K
LWA
1059
Lowe Wealth Advisors
Maryland
$110K -$54.1K -1,882 -33%
OFS
1060
Orrstown Financial Services
Pennsylvania
$108K -$35.5K -1,234 -24%
CHC
1061
City Holding Co
West Virginia
$108K
IPC
1062
Independent Portfolio Consultants
Florida
$108K +$18.4K +640 +20%
CPA
1063
Cowen Prime Advisors
New York
$106K -$13.9K -484 -11%
TC
1064
Trust Company
Kansas
$105K +$107K +3,726 New
OSNBOA
1065
Old Second National Bank of Aurora
Illinois
$104K +$13.3K +462 +14%
MSFP
1066
Mark Sheptoff Financial Planning
Connecticut
$101K
PSI
1067
Pinnacle Summer Investments
Virginia
$101K
BWFA
1068
Baltimore-Washington Financial Advisors
Maryland
$101K +$93.9K +3,266 +1,040%
HI
1069
Hudock Inc
Pennsylvania
$100K +$172 +6 +0.2%
CFSG
1070
Community Financial Services Group
Vermont
$97K +$11.6K +402 +13%
ATC
1071
Adirondack Trust Company
New York
$97K +$12.4K +430 +14%
PIA
1072
Peachtree Investment Advisors
Georgia
$96K -$25.6K -890 -21%
NCM
1073
Nelson Capital Management
California
$94K +$28.3K +984 +42%
RIA
1074
Regal Investment Advisors
Michigan
$94K +$28.8K +1,000 +43%
MWAN
1075
Mariner Wealth Advisors (NYC)
Kansas
$94K +$95.2K +3,312 New