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Name Holding Trade Value Shares
Change
Change in
Stake
KF
876
Krilogy Financial
Missouri
$65K – – –
HCM
877
Highlander Capital Management
New Jersey
$65K +$43.8K +1,122 +160%
MSFP
878
Mark Sheptoff Financial Planning
Connecticut
$63K +$16.4K +421 +31%
TG
879
TLP Group
Illinois
$57K +$63.1K +1,618 New
DOA
880
D'Orazio & Associates
Virginia
$54K -$2.96K -76 -5%
VNA
881
Valley National Advisers
Pennsylvania
$54K +$6.36K +163 +12%
PWM
882
Perigon Wealth Management
California
$53K +$58.6K +1,502 New
RIM
883
RS Investment Management
California
$51K -$211K -5,416 -79%
TCOV
884
Trust Company of Vermont
Vermont
$51K +$19.1K +489 +51%
NYLT
885
New York Life Trust
New York
$49K -$36.2K -927 -40%
MFW
886
Mosaic Family Wealth
Missouri
$47K -$35.7K -916 -41%
JIC
887
Joel Isaacson & Co
New York
$45K +$7.06K +181 +17%
PMFA
888
Plante Moran Financial Advisors
Michigan
$44K +$40.4K +1,037 +499%
TJHA
889
Thomas J. Herzfeld Advisors
Florida
$41K – – –
CHC
890
City Holding Co
West Virginia
$41K +$5.81K +149 +15%
ARMC
891
American Research & Management Company
Massachusetts
$40K – – –
KPCM
892
Kings Point Capital Management
New York
$40K – – –
TCM
893
TD Capital Management
Tennessee
$38K – – –
PIM
894
Parasol Investment Management
Illinois
$37K – – –
PFS
895
Physicians Financial Services
North Carolina
$34K +$15.8K +404 +72%
WA
896
WealthTrust-Arizona
Arizona
$32K – – –
WCM
897
Wealthcare Capital Management
Virginia
$31K – – –
FPFS
898
First Personal Financial Services
North Carolina
$31K +$33.9K +870 New
BWP
899
Baldwin Wealth Partners
Massachusetts
$30K -$17.5K -448 -35%
EFSCE
900
Enterprise Financial Services Corp (EFSC)
Missouri
$30K -$1.17K -30 -3%