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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
826
Perigon Wealth Management
California
$130K +$59.3K +345 +75%
KPCM
827
Kings Point Capital Management
New York
$125K
MMG
828
Monetary Management Group
Missouri
$123K +$85.9K +500 +192%
CFA
829
Carroll Financial Associates
North Carolina
$117K
ARMT
830
Amica Retiree Medical Trust
Rhode Island
$115K -$208K -1,209 -63%
GCM
831
Gables Capital Management
Florida
$115K +$122K +709 New
CF
832
Centaurus Financial
California
$115K +$122K +710 New
H
833
Hexavest
Quebec, Canada
$110K
QCG
834
Quadrant Capital Group
Ohio
$103K
FC
835
Ferris Capital
Massachusetts
$103K +$110K +638 New
CPIG
836
Chicago Partners Investment Group
Illinois
$95K
MA
837
MCF Advisors
Kentucky
$95K
PFA
838
Pathway Financial Advisors
Vermont
$91K
WTC
839
WhitTier Trust Company
Nevada
$90K
EFSCE
840
Enterprise Financial Services Corp (EFSC)
Missouri
$87K
HI
841
Hudock Inc
Pennsylvania
$86K +$687 +4 +0.8%
OWA
842
One Wealth Advisors
California
$83K -$83.2K -484 -49%
AIM
843
Advantage Investment Management
Iowa
$83K
BWP
844
Baldwin Wealth Partners
Massachusetts
$81K
HIIFS
845
Harel Insurance Investments & Financial Services
Israel
$81K
MRCM
846
M&R Capital Management
New Jersey
$81K
WTB
847
Washington Trust Bank
Washington
$81K
WWMSC
848
Wagner Wealth Management (South Carolina)
South Carolina
$81K +$85.9K +500 New
QAM
849
QCI Asset Management
New York
$78K
PG
850
Patten Group
Tennessee
$77K