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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
551
Sandy Spring Bank
Maryland
$35K – – –
SSG
552
Summit Securities Group
New York
$34K -$35.9K -700 -50%
WTB
553
Washington Trust Bank
Washington
$34K – – –
W
554
Wealthfront
California
$33K +$14.6K +285 +76%
WA
555
WFG Advisors
Texas
$32K – – –
MMG
556
Monetary Management Group
Missouri
$32K +$33.4K +650 New
PCM
557
Prelude Capital Management
New York
$30K +$30.8K +600 New
JIC
558
Joel Isaacson & Co
New York
$26K – – –
FAM
559
Formidable Asset Management
Ohio
$25K – – –
ST
560
Stifel Trust
Missouri
$25K – – –
MFS
561
MSI Financial Services
Massachusetts
$24K -$565 -11 -2%
NSIM
562
North Star Investment Management
Illinois
$22K +$205 +4 +0.9%
MUMSS
563
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K +$20.5K +400 New
RFA
564
Reilly Financial Advisors
California
$18K – – –
GSC
565
Ground Swell Capital
South Carolina
$18K +$18.3K +356 New
EFSCE
566
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$3.03K -59 -16%
MSFP
567
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
JWA
568
JFS Wealth Advisors
Pennsylvania
$15K +$15.7K +306 New
Envestnet Asset Management
569
Envestnet Asset Management
Illinois
$13K -$11.6K -226 -46%
Loomis, Sayles & Company
570
Loomis, Sayles & Company
Massachusetts
$12K – – –
WTC
571
WhitTier Trust Company
Nevada
$12K – – –
SCG
572
Strategic Capital Group
Washington
$11K – – –
MWP
573
MYCIO Wealth Partners
Pennsylvania
$11K +$51 +1 +0.5%
NIM
574
NuWave Investment Management
New Jersey
$11K +$11.9K +232 New
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$5.03K -98 -32%