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Name Holding Trade Value Shares
Change
Change in
Stake
RM
1076
Resource Management
Louisiana
$1.9M +$20.4K +56 +1%
WP
1077
WealthSource Partners
California
$1.9M +$1.3M +3,555 +215%
PI
1078
PHH Investments
Texas
$1.9M -$145K -397 -7%
Financial Engines Advisors
1079
Financial Engines Advisors
California
$1.89M +$912K +2,502 +93%
MCM
1080
Manchester Capital Management
Vermont
$1.89M +$91.2K +250 +5%
FBA
1081
Front Barnett Associates
Illinois
$1.89M
ITIM
1082
Indiana Trust & Investment Management
Indiana
$1.88M -$74.8K -205 -4%
FL
1083
Fort LP
Maryland
$1.88M -$93K -255 -5%
WCG
1084
Weaver Consulting Group
California
$1.87M +$47.8K +131 +3%
GAMC
1085
Garner Asset Management Corp
Texas
$1.86M +$20.1K +55 +1%
NQWM
1086
Northwest Quadrant Wealth Management
Oregon
$1.86M -$43K -118 -2%
DWM
1087
Dakota Wealth Management
Florida
$1.86M -$582K -1,596 -24%
LWS
1088
Lucia Wealth Services
California
$1.85M -$291K -798 -14%
Jones Financial Companies
1089
Jones Financial Companies
Missouri
$1.84M +$829K +2,273 +82%
AI
1090
Atria Investments
North Carolina
$1.84M -$1.16M -3,170 -36%
TCOT
1091
Trust Company of Toledo
Ohio
$1.84M +$21.5K +59 +1%
PPP
1092
Private Portfolio Partners
New Jersey
$1.84M +$625K +1,713 +51%
RIA
1093
Realta Investment Advisors
Delaware
$1.83M +$744K +2,039 +67%
BFA
1094
Bragg Financial Advisors
North Carolina
$1.83M -$35K -96 -2%
FFA
1095
First Foundation Advisors
California
$1.83M -$883K -2,421 -33%
CCM
1096
Cribstone Capital Management
Maine
$1.83M +$105K +287 +6%
CHA
1097
Carmichael Hill & Associates
Maryland
$1.82M -$24.8K -68 -1%
PCTC
1098
Perkins Coie Trust Company
Washington
$1.82M +$499K +1,368 +38%
ST
1099
Smithfield Trust
Pennsylvania
$1.82M +$120K +330 +7%
AFS
1100
Amtrust Financial Services
New York
$1.82M