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Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
751
E.S. Barr & Co
Kentucky
$665K – – –
CAM
752
Creekmur Asset Management
Illinois
$654K +$637K +3,728 +46,600%
GM
753
GeoWealth Management
Illinois
$654K +$638K +3,736 New
MIP
754
Marietta Investment Partners
Wisconsin
$647K -$6.83K -40 -1%
MCM
755
Manchester Capital Management
Vermont
$645K – – –
CCG
756
Capital CS Group
California
$644K +$11.6K +68 +2%
CI
757
Cigna Investments
Connecticut
$644K -$4.78K -28 -0.8%
KDA
758
Kraft Davis & Associates
Missouri
$643K – – –
Financial Engines Advisors
759
Financial Engines Advisors
California
$642K -$683 -4 -0.1%
MFS
760
Mirabella Financial Services
United Kingdom
$641K -$1.65M -9,688 -73%
GT
761
Glenview Trust
Kentucky
$639K -$12.3K -72 -2%
MG
762
Mather Group
Illinois
$628K -$6.83K -40 -1%
SIC
763
Sterling Investment Counsel
New York
$627K -$90.2K -528 -13%
LHWM
764
Lake Hills Wealth Management
Texas
$625K – – –
PWM
765
Perigon Wealth Management
California
$623K +$683 +4 +0.1%
GWP
766
Gen-Wealth Partners
Michigan
$623K +$97.7K +572 +19%
PFS
767
Prospera Financial Services
Texas
$620K +$220K +1,288 +57%
Fisher Asset Management
768
Fisher Asset Management
Washington
$619K +$174K +1,020 +41%
TNAM
769
Terra Nova Asset Management
New York
$615K – – –
PBO
770
Peoples Bank (Ohio)
Ohio
$613K +$47.1K +276 +9%
QIM
771
Quantitative Investment Management
Virginia
$613K +$598K +3,504 New
FWP
772
Falcon Wealth Planning
California
$601K -$54.6K -320 -9%
KWA
773
Kellett Wealth Advisors
Ohio
$599K +$25.3K +148 +5%
CC
774
Chicago Capital
Illinois
$596K – – –
NG
775
Norden Group
Utah
$593K +$15.7K +92 +3%