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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
826
Financial Architects (New Jersey)
New Jersey
$139K +$4.3K +25 +3%
RCAG
827
Rehmann Capital Advisory Group
Michigan
$131K +$138K +805 New
PWM
828
Perigon Wealth Management
California
$130K +$59.3K +345 +75%
KPCM
829
Kings Point Capital Management
New York
$125K – – –
MMG
830
Monetary Management Group
Missouri
$123K +$85.9K +500 +192%
CFA
831
Carroll Financial Associates
North Carolina
$117K – – –
ARMT
832
Amica Retiree Medical Trust
Rhode Island
$115K -$208K -1,209 -63%
GCM
833
Gables Capital Management
Florida
$115K +$122K +709 New
CF
834
Centaurus Financial
California
$115K +$122K +710 New
H
835
Hexavest
Quebec, Canada
$110K – – –
QCG
836
Quadrant Capital Group
Ohio
$103K – – –
FC
837
Ferris Capital
Massachusetts
$103K +$110K +638 New
CPIG
838
Chicago Partners Investment Group
Illinois
$95K – – –
MA
839
MCF Advisors
Kentucky
$95K – – –
PFA
840
Pathway Financial Advisors
Vermont
$91K – – –
WTC
841
WhitTier Trust Company
Nevada
$90K – – –
EFSCE
842
Enterprise Financial Services Corp (EFSC)
Missouri
$87K – – –
HI
843
Hudock Inc
Pennsylvania
$86K +$687 +4 +0.8%
OWA
844
One Wealth Advisors
California
$83K -$83.2K -484 -49%
AIM
845
Advantage Investment Management
Iowa
$83K – – –
BWP
846
Baldwin Wealth Partners
Massachusetts
$81K – – –
HIIFS
847
Harel Insurance Investments & Financial Services
Israel
$81K – – –
MRCM
848
M&R Capital Management
New Jersey
$81K – – –
WTB
849
Washington Trust Bank
Washington
$81K – – –
WWMSC
850
Wagner Wealth Management (South Carolina)
South Carolina
$81K +$85.9K +500 New