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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
726
Barrett Asset Management
New York
$18K – – –
MMG
727
Monetary Management Group
Missouri
$18K – – –
RPG
728
Risk Paradigm Group
Texas
$18K – – –
PWM
729
Perigon Wealth Management
California
$17K – – –
RFA
730
Reilly Financial Advisors
California
$17K +$3.11K +122 +23%
ECM
731
Exchange Capital Management
Michigan
$16K -$4.28K -168 -21%
FPB
732
First PREMIER Bank
South Dakota
$16K – – –
OFW
733
Omnia Family Wealth
Florida
$16K – – –
EWM
734
Edge Wealth Management
New York
$14K – – –
MBT
735
Monroe Bank & Trust
Michigan
$14K – – –
SFPIA
736
Stevens First Principles Investment Advisors
California
$14K – – –
TIM
737
Tortoise Investment Management
New York
$14K – – –
LWM
738
LBA Wealth Management
Florida
$12K – – –
PCP
739
Proficio Capital Partners
Massachusetts
$12K +$5.61K +220 +89%
GWS
740
Glassman Wealth Services
Virginia
$11K – – –
HR
741
Howe & Rusling
New York
$11K – – –
MSFP
742
Mark Sheptoff Financial Planning
Connecticut
$11K +$25 +1 +0.2%
MA
743
MCF Advisors
Kentucky
$11K +$153 +6 +1%
AF
744
Arrow Financial
New York
$10K – – –
GAM
745
Gemmer Asset Management
California
$10K – – –
CCMW
746
Cypress Capital Management (Wyoming)
Wyoming
$8.99K – – –
KKAMG
747
Kernodle & Katon Asset Management Group
Arkansas
$8K – – –
AIM
748
Acrospire Investment Management
Illinois
$7K -$121K -4,767 -94%
BIG
749
Bellwether Investment Group
Tennessee
$7K -$60.1K -2,357 -89%
AP
750
Atwood & Palmer
Missouri
$7K – – –