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Name Holding Trade Value Shares
Change
Change in
Stake
SL
2101
Salomon & Ludwin
Virginia
$449K +$91.7K +2,067 +23%
3F
2102
360 Financial
Minnesota
$446K +$91K +2,052 +23%
WDG
2103
Wealth Dimensions Group
Ohio
$445K +$44 +1 +0%
Financial Engines Advisors
2104
Financial Engines Advisors
California
$445K +$100K +2,264 +25%
JFL
2105
Jarislowsky, Fraser Ltd
Quebec, Canada
$443K – – –
IGWM
2106
ICA Group Wealth Management
Colorado
$441K +$21.5K +485 +5%
CL
2107
CSS LLC
Illinois
$440K -$141K -3,186 -22%
UIA
2108
UBP Investment Advisors
Switzerland
$440K – – –
WIM
2109
WealthPlan Investment Management
Nebraska
$440K +$405K +9,139 New
GDP
2110
Great Diamond Partners
Maine
$439K -$98K -2,210 -17%
SIM
2111
SSI Investment Management
California
$439K +$532 +12 +0.1%
GFP
2112
Gryphon Financial Partners
Ohio
$438K -$5.68K -128 -1%
FANJ
2113
Financial Architects (New Jersey)
New Jersey
$438K -$1.29K -29 -0.3%
SAM
2114
S.A. Mason
Michigan
$437K – – –
DAM
2115
Delta Asset Management
Tennessee
$436K -$14.4K -325 -3%
AI
2116
Accredited Investors
Minnesota
$436K +$33K +744 +7%
PA
2117
Parkside Advisors
California
$435K +$8.52K +192 +2%
PIA
2118
Powell Investment Advisors
Florida
$434K – – –
ACA
2119
Affinity Capital Advisors
California
$434K +$4.92K +111 +1%
SAM
2120
Seelaus Asset Management
New Jersey
$433K +$2.22K +50 +0.5%
OA
2121
Oxbow Advisors
Texas
$433K +$223K +5,023 +87%
HT
2122
HighTower Trust
Texas
$432K -$158K -3,559 -25%
WTFG
2123
Wells Trecaso Financial Group
Ohio
$432K -$12.4K -280 -3%
Members Trust
2124
Members Trust
Florida
$432K +$17.1K +385 +4%
BC
2125
Burleson & Co
California
$432K +$199K +4,476 +71%