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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
801
Peachtree Investment Advisors
Georgia
$65K +$60.8K +400 New
CHC
802
City Holding Co
West Virginia
$61K -$11.4K -75 -17%
CFS
803
Community Financial System
New York
$58K – – –
NCMG
804
NCM Capital Management Group
North Carolina
$57K – – –
TSW
805
Thompson Siegel & Walmsley
Virginia
$57K – – –
CFA
806
Carroll Financial Associates
North Carolina
$56K – – –
MUMSS
807
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53K +$47.1K +310 +1,550%
RFS
808
Rockefeller Financial Services
New York
$49K -$3.49K -23 -7%
RNS
809
Robert N. Shapiro
$49K – – –
CAW
810
Cornerstone Advisors (Washington)
Washington
$47K -$759 -5 -2%
OCM
811
One Capital Management
California
$44K +$41.8K +275 New
EFSCE
812
Enterprise Financial Services Corp (EFSC)
Missouri
$43K -$3.19K -21 -7%
TDC
813
Thompson Davis & Co
Virginia
$42K +$1.52K +10 +4%
BBHC
814
Brown Brothers Harriman & Co
New York
$40K -$30.4K -200 -44%
BRWM
815
B. Riley Wealth Management
Tennessee
$39K -$60K -395 -62%
DSC
816
Duncker Streett & Co
Missouri
$39K – – –
PMFA
817
Plante Moran Financial Advisors
Michigan
$39K +$2.43K +16 +7%
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$35.5K +$28.9K +190 +633%
CAL
819
Capital Advisors Ltd
Ohio
$34K – – –
HPBT
820
High Point Bank & Trust
North Carolina
$33K +$30.7K +202 New
MHS
821
M Holdings Securities
Oregon
$33K +$38K +250 New
HCM
822
Highlander Capital Management
New Jersey
$32.3K – – –
NC
823
NewSquare Capital
Pennsylvania
$32K -$45.6K -300 -60%
FIG
824
Fusion Investment Group
Pennsylvania
$32K -$15.2K -100 -33%
GGPS
825
Gary Goldberg Planning Services
New York
$32K – – –
31 32
33
34 35