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Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
901
B. Riley Wealth Management
Tennessee
$62K +$19.4K +115 +47%
NCMG
902
NCM Capital Management Group
North Carolina
$61K
TSW
903
Thompson Siegel & Walmsley
Virginia
$61K
RFS
904
Rockefeller Financial Services
New York
$53K
RNS
905
Robert N. Shapiro
$53K +$846 +5 +2%
CB
906
Community Bank
New York
$53K +$51.8K +306 New
EFSCE
907
Enterprise Financial Services Corp (EFSC)
Missouri
$46K
BBHC
908
Brown Brothers Harriman & Co
New York
$43K
DSC
909
Duncker Streett & Co
Missouri
$42K
CFA
910
Carroll Financial Associates
North Carolina
$41K -$14.9K -88 -27%
PMFA
911
Plante Moran Financial Advisors
Michigan
$41K -$1.01K -6 -2%
IP
912
Isthmus Partners
Wisconsin
$40K +$38.6K +228 New
BC
913
Blackhill Capital
New Jersey
$38K +$37.2K +220 New
CAL
914
Capital Advisors Ltd
Ohio
$37K
GGPS
915
Gary Goldberg Planning Services
New York
$35K
GAM
916
Gemmer Asset Management
California
$35K
HPBT
917
High Point Bank & Trust
North Carolina
$35K
NC
918
NewSquare Capital
Pennsylvania
$35K
ZTNA
919
Zions Trust National Association
Utah
$34K
M
920
MOTCO
Texas
$33K
EAM
921
EverPoint Asset Management
Connecticut
$30K -$20M -118,045 -100%
CFSG
922
Community Financial Services Group
Vermont
$29K +$5.75K +34 +26%
TFO
923
Tarbox Family Office
California
$28K
MPWT
924
MassMutual Private Wealth & Trust
Connecticut
$23.1K -$14.7K -87 -40%
PFG
925
Piershale Financial Group
Illinois
$23K