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Name Holding Trade Value Shares
Change
Change in
Stake
KA
926
Klingman & Associates
New York
$74K – – –
JIC
927
Joel Isaacson & Co
New York
$68K – – –
MI
928
Markston International
New York
$68K – – –
PIA
929
Peachtree Investment Advisors
Georgia
$68K – – –
TJHA
930
Thomas J. Herzfeld Advisors
Florida
$68K – – –
CCM
931
Catapult Capital Management
New York
$65K +$65.9K +379 New
CHC
932
City Holding Co
West Virginia
$64K – – –
GXMC
933
Global X Management Company
New York
$63K +$64.4K +370 New
NCMG
934
NCM Capital Management Group
North Carolina
$60K – – –
TSW
935
Thompson Siegel & Walmsley
Virginia
$60K – – –
AWS
936
Aris Wealth Services
Pennsylvania
$56K +$22.3K +128 +64%
AF
937
Allworth Financial
California
$55K – – –
KTC
938
Kistler-Tiffany Companies
Pennsylvania
$54K +$34.8K +200 +174%
CFA
939
Carroll Financial Associates
North Carolina
$53K -$770K -4,428 -93%
CB
940
Community Bank
New York
$52K – – –
RFS
941
Rockefeller Financial Services
New York
$52K – – –
RWA
942
Ropes Wealth Advisors
Massachusetts
$51K – – –
TWMP
943
Taylor Wealth Management Partners
Massachusetts
$51K +$52.2K +300 New
WA
944
Waverly Advisors
Alabama
$51K +$52.2K +300 New
HCC
945
Hirtle Callaghan & Co
Pennsylvania
$49K +$49.8K +286 New
WEC
946
Winslow Evans & Crocker
Massachusetts
$46K -$34.8K -200 -43%
TDC
947
Thompson Davis & Co
Virginia
$45K – – –
DSC
948
Duncker Streett & Co
Missouri
$41K – – –
PMFA
949
Plante Moran Financial Advisors
Michigan
$38K -$1.91K -11 -5%
CAL
950
Capital Advisors Ltd
Ohio
$37K – – –