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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
901
Peachtree Investment Advisors
Georgia
$69K – – –
TJHA
902
Thomas J. Herzfeld Advisors
Florida
$69K – – –
CHC
903
City Holding Co
West Virginia
$65K – – –
BRWM
904
B. Riley Wealth Management
Tennessee
$62K +$19.4K +115 +47%
NCMG
905
NCM Capital Management Group
North Carolina
$61K – – –
TSW
906
Thompson Siegel & Walmsley
Virginia
$61K – – –
RFS
907
Rockefeller Financial Services
New York
$53K – – –
RNS
908
Robert N. Shapiro
$53K +$846 +5 +2%
CB
909
Community Bank
New York
$53K +$51.8K +306 New
EFSCE
910
Enterprise Financial Services Corp (EFSC)
Missouri
$46K – – –
BBHC
911
Brown Brothers Harriman & Co
New York
$43K – – –
DSC
912
Duncker Streett & Co
Missouri
$42K – – –
CFA
913
Carroll Financial Associates
North Carolina
$41K -$14.9K -88 -27%
PMFA
914
Plante Moran Financial Advisors
Michigan
$41K -$1.01K -6 -2%
IP
915
Isthmus Partners
Wisconsin
$40K +$38.6K +228 New
BC
916
Blackhill Capital
New Jersey
$38K +$37.2K +220 New
CAL
917
Capital Advisors Ltd
Ohio
$37K – – –
GGPS
918
Gary Goldberg Planning Services
New York
$35K – – –
GAM
919
Gemmer Asset Management
California
$35K – – –
HPBT
920
High Point Bank & Trust
North Carolina
$35K – – –
NC
921
NewSquare Capital
Pennsylvania
$35K – – –
ZTNA
922
Zions Trust National Association
Utah
$34K – – –
M
923
MOTCO
Texas
$33K – – –
EAM
924
EverPoint Asset Management
Connecticut
$30K -$20M -118,045 -100%
CFSG
925
Community Financial Services Group
Vermont
$29K +$5.75K +34 +26%
35 36
37
38 39