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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
701
Monetary Management Group
Missouri
$17K – – –
RPG
702
Risk Paradigm Group
Texas
$16.6K – – –
JIC
703
Joel Isaacson & Co
New York
$16K -$2.86K -114 -15%
PCM
704
Penserra Capital Management
California
$16K +$7.81K +311 +81%
CAW
705
Cornerstone Advisors (Washington)
Washington
$15K – – –
FPB
706
First PREMIER Bank
South Dakota
$15K – – –
PWM
707
Perigon Wealth Management
California
$15K – – –
SFG
708
SevenBridge Financial Group
Pennsylvania
$14K – – –
EWM
709
Edge Wealth Management
New York
$13K – – –
RFA
710
Reilly Financial Advisors
California
$13K – – –
SIG
711
Stanford Investment Group
California
$13K – – –
SFPIA
712
Stevens First Principles Investment Advisors
California
$13K – – –
TIM
713
Tortoise Investment Management
New York
$13K – – –
LWM
714
LBA Wealth Management
Florida
$11K – – –
EFSCE
715
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$2.39K +95 +25%
MA
716
MCF Advisors
Kentucky
$10K +$126 +5 +1%
GAM
717
Gemmer Asset Management
California
$10K +$2.01K +80 +24%
HR
718
Howe & Rusling
New York
$10K +$10.5K +419 New
GWA
719
Guidant Wealth Advisors
Illinois
$10K +$10.6K +421 New
AF
720
Arrow Financial
New York
$9K – – –
GWS
721
Glassman Wealth Services
Virginia
$9K – – –
CCMW
722
Cypress Capital Management (Wyoming)
Wyoming
$8.32K – – –
KKAMG
723
Kernodle & Katon Asset Management Group
Arkansas
$8K – – –
AWM
724
AllSquare Wealth Management
New York
$7K – – –
AP
725
Atwood & Palmer
Missouri
$7K – – –