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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
901
Capital Advisory Group Advisory Services
Minnesota
$63K – – –
HL
902
Harding Loevner
New Jersey
$63K – – –
NSIM
903
North Star Investment Management
Illinois
$63K – – –
JA
904
JOYN Advisors
Georgia
$63K +$6.08K +41 +11%
MRCM
905
M&R Capital Management
New Jersey
$62K – – –
RFA
906
Reilly Financial Advisors
California
$62K – – –
HCM
907
Hilton Capital Management
New York
$60K – – –
PCP
908
Proficio Capital Partners
Massachusetts
$60K +$741 +5 +1%
EFSCE
909
Enterprise Financial Services Corp (EFSC)
Missouri
$58K -$3.85K -26 -7%
ARMC
910
American Research & Management Company
Massachusetts
$56K – – –
SC
911
Sawyer & Company
Massachusetts
$56K – – –
NFG
912
Next Financial Group
Texas
$56K +$52.5K +354 New
AAP
913
Arax Advisory Partners
Colorado
$55K +$17.2K +116 +49%
HDIM
914
Hanson & Doremus Investment Management
Vermont
$53K – – –
PA
915
Perennial Advisors
New York
$53K – – –
DSI
916
Daiwa SB Investments
Japan
$53K +$7.41K +50 +17%
BWM
917
BerganKDV Wealth Management
Minnesota
$52K -$15.4K -104 -24%
ADL
918
Asset Dedication LLC
California
$52K – – –
TC
919
Trilogy Capital
California
$52K – – –
LA
920
Legacy Advisors
Pennsylvania
$51K +$48.2K +325 New
AIL
921
AGF Investments LLC
Ontario, Canada
$50K +$5.93K +40 +14%
TG
922
TLP Group
Illinois
$50K +$47.4K +320 New
BWM
923
Baystate Wealth Management
Massachusetts
$49K +$31.7K +214 +195%
SFG
924
SevenBridge Financial Group
Pennsylvania
$48K – – –
TL
925
TrueWealth LLC
Georgia
$48K – – –