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Name Holding Trade Value Shares
Change
Change in
Stake
UFA
1201
US Financial Advisors
Massachusetts
$43K +$19.5K +348 +87%
SIMG
1202
Stephens Investment Management Group
Texas
$39K
CHC
1203
City Holding Co
West Virginia
$39K +$11.2K +200 +42%
PFBT
1204
Parkside Financial Bank & Trust
Missouri
$39K +$38.5K +688 New
IMS
1205
Index Management Solutions
Pennsylvania
$38K -$560 -10 -1%
PFG
1206
Piershale Financial Group
Illinois
$37K +$8.4K +150 +30%
MWP
1207
MYCIO Wealth Partners
Pennsylvania
$36K +$1.23K +22 +4%
FMP
1208
Financial Management Professionals
Texas
$34K -$3.98K -71 -11%
TSW
1209
Thompson Siegel & Walmsley
Virginia
$34K
Carson Wealth (CWM LLC)
1210
Carson Wealth (CWM LLC)
Nebraska
$33K -$186K -3,328 -85%
FWM
1211
Focused Wealth Management
New York
$29K
EFSCE
1212
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$3.64K +65 +15%
WCM
1213
Wealthcare Capital Management
Virginia
$28K
DA
1214
Dunvegan Associates
California
$26K
NCM
1215
Nelson Capital Management
California
$23K -$39.6K -706 -64%
KLWA
1216
Kelly Lawrence W & Associates
California
$23K
TFO
1217
Tarbox Family Office
California
$23K +$1.01K +18 +5%
HI
1218
Hudock Inc
Pennsylvania
$22K
LFR
1219
Lehman Financial Resources
Pennsylvania
$22K
BWFA
1220
Baltimore-Washington Financial Advisors
Maryland
$22K +$224 +4 +1%
ECM
1221
Estabrook Capital Management
New York
$21K
CG
1222
Colony Group
Massachusetts
$20K +$112 +2 +0.6%
CTB
1223
Country Trust Bank
Illinois
$19K
TWMP
1224
Taylor Wealth Management Partners
Massachusetts
$19K
WA
1225
WealthTrust-Arizona
Arizona
$19K +$1.46K +26 +8%