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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
251
Rockefeller Financial Services
New York
$8K – – –
BAM
252
Barrett Asset Management
New York
$7K -$49.3K -2,362 -86%
MFS
253
MSI Financial Services
Massachusetts
$7K -$6.67K -320 -48%
MCM
254
Manchester Capital Management
Vermont
$7K -$1.15K -55 -12%
NCMG
255
NCM Capital Management Group
North Carolina
$6K – – –
NSIM
256
North Star Investment Management
Illinois
$6K – – –
OIA
257
Optimum Investment Advisors
Illinois
$5K -$3.38K -162 -39%
WCBA
258
Weaver C. Barksdale & Associates
Tennessee
$5K -$521 -25 -9%
CHC
259
City Holding Co
West Virginia
$5K – – –
DADC
260
D.A. Davidson & Co
Montana
$4K -$42 -2 -0.8%
KT
261
Kanaly Trust
Texas
$4K – – –
NFG
262
Next Financial Group
Texas
$4K – – –
TWA
263
TCI Wealth Advisors
Arizona
$4K – – –
TCOV
264
Trust Company of Vermont
Vermont
$4K – – –
MA
265
MCF Advisors
Kentucky
$3K – – –
JFGIW
266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$3.34K +160 New
FFC
267
First Financial Corp
Indiana
$2K – – –
FWM
268
Focused Wealth Management
New York
$2K – – –
TF
269
Tompkins Financial
New York
$2K – – –
AWS
270
Aris Wealth Services
Pennsylvania
$2K +$1.65K +79 New
BFEC
271
Benjamin F. Edwards & Company
Missouri
$2K +$2.61K +125 New
CG
272
Colony Group
Massachusetts
$1K -$2.4K -115 -61%
HR
273
Howe & Rusling
New York
$1K -$1.33K -64 -51%
CAW
274
Cornerstone Advisors (Washington)
Washington
$1K – – –
FAM
275
Formidable Asset Management
Ohio
$1K – – –