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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
801
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
FWM
802
Focused Wealth Management
New York
$14K
HR
803
Howe & Rusling
New York
$14K
OC
804
Oakworth Capital
Alabama
$14K
EARNEST Partners
805
EARNEST Partners
Georgia
$14K +$13.1K +190 New
PWM
806
Perigon Wealth Management
California
$14K +$13.7K +200 New
CCM
807
Cribstone Capital Management
Maine
$13K +$2.33K +34 +23%
LWA
808
Lenox Wealth Advisors
New York
$13K +$12.8K +187 New
WAP
809
Wealthcare Advisory Partners
Pennsylvania
$12K +$893 +13 +8%
GI
810
Gradient Investments
Minnesota
$12K +$11.1K +161 New
SP
811
SWS Partners
Ohio
$12K +$11.2K +163 New
AWA
812
Acorn Wealth Advisors
Michigan
$12K +$11.4K +166 New
CAC
813
Certified Advisory Corp
Florida
$12K +$12.2K +178 New
GAM
814
Gemmer Asset Management
California
$11K
SFG
815
SevenBridge Financial Group
Pennsylvania
$11K
RIA
816
RPG Investment Advisory
California
$11K +$3.43K +50 +50%
GEA
817
Glen Eagle Advisors
New Jersey
$10.8K
VCM
818
Versant Capital Management
Arizona
$10K -$275 -4 -3%
DSN
819
D. Scott Neal
Kentucky
$9K
LNB
820
Ledyard National Bank
$9K
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$7.13K -$137 -2 -2%
EDRH
822
Edmond de Rothschild Holding
Switzerland
$7K
MSA
823
Marino Stram & Associates
Massachusetts
$7K +$6.8K +99 New
CTB
824
Country Trust Bank
Illinois
$6K -$2.47K -36 -30%
VNA
825
Valley National Advisers
Pennsylvania
$6K -$1.58K -23 -21%