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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$8K
TF
402
Tompkins Financial
New York
$8K
KA
403
Klingman & Associates
New York
$7K
CFA
404
Carroll Financial Associates
North Carolina
$7K +$4.02K +95 +183%
KCM
405
Karp Capital Management
California
$6K -$12.6K -297 -69%
GI
406
Gradient Investments
Minnesota
$6K
LWA
407
Lowe Wealth Advisors
Maryland
$5K
TDC
408
Thompson Davis & Co
Virginia
$5K
EDRE
409
Edmond de Rothschild (Europe)
Luxembourg
$5K +$4.91K +116 New
AssetMark Inc
410
AssetMark Inc
California
$5K +$5K +118 New
LFR
411
Lehman Financial Resources
Pennsylvania
$5K +$5.04K +119 New
AWS
412
Aris Wealth Services
Pennsylvania
$4K -$10K -237 -74%
CHC
413
City Holding Co
West Virginia
$4K +$3.22K +76 New
TCA
414
Tortoise Capital Advisors
Kansas
$4K +$3.39K +80 New
CGT
415
Capital Guardian Trust
California
$3K -$4.41K -104 -65%
VIA
416
Vantage Investment Advisors
Pennsylvania
$3K -$2.71K -64 -50%
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$508 -12 -14%
KT
418
Kanaly Trust
Texas
$3K
QAM
419
QCI Asset Management
New York
$3K
ST
420
Smithfield Trust
Pennsylvania
$3K
FPFS
421
First Personal Financial Services
North Carolina
$2K -$1.02K -24 -46%
TWA
422
TCI Wealth Advisors
Arizona
$2K -$762 -18 -30%
BWA
423
Burt Wealth Advisors
Maryland
$2K
JIC
424
Joel Isaacson & Co
New York
$2K
PMFA
425
Plante Moran Financial Advisors
Michigan
$2K