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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
551
Washington Trust Bank
Washington
$34K
W
552
Wealthfront
California
$33K +$14.6K +285 +76%
WA
553
WFG Advisors
Texas
$32K
MMG
554
Monetary Management Group
Missouri
$32K +$33.4K +650 New
PCM
555
Prelude Capital Management
New York
$30K +$30.8K +600 New
JIC
556
Joel Isaacson & Co
New York
$26K
FAM
557
Formidable Asset Management
Ohio
$25K
ST
558
Stifel Trust
Missouri
$25K
MFS
559
MSI Financial Services
Massachusetts
$24K -$565 -11 -2%
NSIM
560
North Star Investment Management
Illinois
$22K +$205 +4 +0.9%
MUMSS
561
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K +$20.5K +400 New
RFA
562
Reilly Financial Advisors
California
$18K
GSC
563
Ground Swell Capital
South Carolina
$18K +$18.3K +356 New
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$3.03K -59 -16%
MSFP
565
Mark Sheptoff Financial Planning
Connecticut
$15K
JWA
566
JFS Wealth Advisors
Pennsylvania
$15K +$15.7K +306 New
Envestnet Asset Management
567
Envestnet Asset Management
Illinois
$13K -$11.6K -226 -46%
Loomis, Sayles & Company
568
Loomis, Sayles & Company
Massachusetts
$12K
WTC
569
WhitTier Trust Company
Nevada
$12K
SCG
570
Strategic Capital Group
Washington
$11K
MWP
571
MYCIO Wealth Partners
Pennsylvania
$11K +$51 +1 +0.5%
NIM
572
NuWave Investment Management
New Jersey
$11K +$11.9K +232 New
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$5.03K -98 -32%
GAM
574
Gemmer Asset Management
California
$10K
M
575
MOTCO
Texas
$10K