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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
876
Elite Wealth Management
Washington
$687K +$91.3K +700 +15%
DAC
877
Dividend Assets Capital
South Carolina
$686K -$10.4K -80 -1%
WP
878
WealthPLAN Partners
Nebraska
$684K +$929K +7,130 New
W
879
Wealthfront
California
$678K +$131K +1,003 +24%
NFG
880
Nations Financial Group
Iowa
$676K +$89K +683 +15%
MFIMFI
881
Mesirow Financial Investment Management - Fixed Income
Illinois
$675K -$559K -4,289 -45%
SOAMC
882
Spirit of America Management Corp
New York
$675K
BA
883
Boston Advisors
Massachusetts
$667K
CFA
884
Cahill Financial Advisors
Minnesota
$667K +$7.95K +61 +1%
BRA
885
Bender Robert & Associates
California
$665K -$22.3K -171 -3%
YP
886
Yellowstone Partners
Idaho
$663K -$215K -1,652 -24%
BWM
887
BerganKDV Wealth Management
Minnesota
$663K -$14.5K -111 -2%
OMCS
888
Old Mutual Customised Solutions
South Africa
$662K
ACI
889
Advance Capital I
Michigan
$662K +$235K +1,800 +55%
WA
890
WBH Advisory
Maryland
$661K -$53.8K -413 -7%
Jones Financial Companies
891
Jones Financial Companies
Missouri
$660K +$4.95K +38 +0.8%
PHAM
892
Palisades Hudson Asset Management
Florida
$650K -$61K -468 -9%
KT
893
Kanaly Trust
Texas
$650K +$35.5K +272 +6%
PFS
894
Prospera Financial Services
Texas
$650K +$82.5K +633 +14%
CM
895
Castleark Management
Illinois
$649K
PNAA
896
Pictet North America Advisors
Switzerland
$649K +$652K +5,000 New
MBTD
897
Mechanics Bank - Trust Department
California
$645K +$158K +1,210 +32%
KFA
898
Kelleher Financial Advisors
New York
$643K -$535K -4,103 -45%
TBA
899
Tower Bridge Advisors
Pennsylvania
$643K -$9.78K -75 -1%
BAC
900
Boys Arnold & Co
North Carolina
$641K +$246K +1,889 +62%