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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Focused Wealth Management
New York
$30K – – –
Northwestern Mutual Wealth Management
527
Northwestern Mutual Wealth Management
Wisconsin
$29K +$17.8K +281 +138%
TCOV
528
Trust Company of Vermont
Vermont
$28K – – –
MCM
529
Manchester Capital Management
Vermont
$25K – – –
SNT
530
Security National Trust
West Virginia
$20K +$6.45K +102 +43%
WF
531
WealthTrust Fairport
Ohio
$19K +$20.3K +321 New
CCMW
532
Cypress Capital Management (Wyoming)
Wyoming
$18.2K +$19K +300 New
EWM
533
Evercore Wealth Management
New York
$18K – – –
PSUF
534
People's United Financial
Connecticut
$18K – – –
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$12.7K -$5.69K -90 -30%
DAM
536
Delta Asset Management
Tennessee
$12K – – –
CB
537
Community Bank
New York
$12K +$12.6K +200 New
NSIM
538
North Star Investment Management
Illinois
$12K +$12.8K +203 New
TDC
539
Thompson Davis & Co
Virginia
$10K +$9.93K +157 New
MUMSS
540
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K +$10.7K +170 New
RA
541
Rational Advisors
New York
$8K +$8.22K +130 New
FCCM
542
First City Capital Management
Georgia
$7.7K – – –
First Manhattan
543
First Manhattan
New York
$7K – – –
FPFS
544
First Personal Financial Services
North Carolina
$7K +$7.9K +125 New
CFA
545
Carroll Financial Associates
North Carolina
$6K – – –
CHC
546
City Holding Co
West Virginia
$6K – – –
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
QAM
548
QCI Asset Management
New York
$6K – – –
VIA
549
Vantage Investment Advisors
Pennsylvania
$6K – – –
BWA
550
Burt Wealth Advisors
Maryland
$6K +$6.32K +100 New