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Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
1976
Enterprise Financial Services Corp (EFSC)
Missouri
$1.6M +$221K +1,185 +14%
AWM
1977
Aries Wealth Management
Maine
$1.59M -$372 -2 -0%
MKC
1978
M. Kraus & Co
Vermont
$1.59M -$5.58K -30 -0.3%
GAA
1979
Global Assets Advisory
Florida
$1.59M +$164K +879 +10%
CCG
1980
Coastwise Capital Group
California
$1.58M +$108K +581 +6%
WAM
1981
Wolverine Asset Management
Illinois
$1.58M +$1.78M +9,550 New
TM
1982
TigerOak Management
New Mexico
$1.58M +$25.3K +136 +1%
TWM
1983
Tanager Wealth Management
United Kingdom
$1.58M -$10.4K -56 -0.6%
JGC
1984
J. Goldman & Co
New York
$1.58M +$1.48M +7,961 +514%
HNWAG
1985
High Net Worth Advisory Group
Florida
$1.57M -$259K -1,391 -13%
LA
1986
LexAurum Advisors
Kansas
$1.57M -$17.9K -96 -1%
CC
1987
Corsicana & Co
Texas
$1.56M -$931 -5 -0.1%
RPGK
1988
Retirement Planning Group (Kansas)
Kansas
$1.56M +$56.8K +305 +3%
CWP
1989
Core Wealth Partners
California
$1.55M +$51.9K +279 +3%
RL
1990
Rogco LP
Oklahoma
$1.55M -$28.5K -153 -2%
WAS
1991
Wealth Advisory Solutions
Indiana
$1.55M +$13.6K +73 +0.8%
RWA
1992
Redhawk Wealth Advisors
Minnesota
$1.55M -$110K -592 -6%
HJGA
1993
Hardman Johnston Global Advisors
Connecticut
$1.55M – – –
BWP
1994
Burling Wealth Partners
Illinois
$1.55M -$14.9K -80 -0.9%
BB
1995
Burford Brothers
Texas
$1.55M +$11.7K +63 +0.7%
MAA
1996
Mraz Amerine & Associates
California
$1.54M +$46K +247 +3%
SG
1997
Somerset Group
Minnesota
$1.54M -$931 -5 -0.1%
DAM
1998
Doheny Asset Management
California
$1.54M – – –
BA
1999
Bridgewater Advisors
New York
$1.54M +$1.3K +7 +0.1%
RFP
2000
Root Financial Partners
California
$1.54M +$380K +2,043 +28%
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80
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