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Name Holding Trade Value Shares
Change
Change in
Stake
KA
901
Klingman & Associates
New York
$72K
SSB
902
Sandy Spring Bank
Maryland
$68K -$181K -1,040 -72%
JIC
903
Joel Isaacson & Co
New York
$66K
MI
904
Markston International
New York
$66K
PIA
905
Peachtree Investment Advisors
Georgia
$66K
TJHA
906
Thomas J. Herzfeld Advisors
Florida
$66K
CHC
907
City Holding Co
West Virginia
$62K
WAS
908
Winch Advisory Services
Wisconsin
$61K +$63.9K +368 New
NCMG
909
NCM Capital Management Group
North Carolina
$58K
TSW
910
Thompson Siegel & Walmsley
Virginia
$58K
AF
911
Allworth Financial
California
$54K +$56.3K +324 New
CB
912
Community Bank
New York
$51K
RFS
913
Rockefeller Financial Services
New York
$50K
RWA
914
Ropes Wealth Advisors
Massachusetts
$50K +$52.3K +301 New
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$44.7K +$23.8K +137 +103%
EFSCE
916
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
CCS
917
Crosspoint Capital Strategies
California
$44K +$28.6K +165 +165%
TDC
918
Thompson Davis & Co
Virginia
$43K -$282K -1,625 -86%
BBHC
919
Brown Brothers Harriman & Co
New York
$41K
MUS
920
Mitsubishi UFJ Securities
Japan
$41K +$43.4K +250 New
DSC
921
Duncker Streett & Co
Missouri
$40K
PMFA
922
Plante Moran Financial Advisors
Michigan
$39K -$347 -2 -0.8%
CFSG
923
Community Financial Services Group
Vermont
$37K +$9.72K +56 +34%
CAL
924
Capital Advisors Ltd
Ohio
$36K
GAM
925
Gemmer Asset Management
California
$33K