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Name Holding Trade Value Shares
Change
Change in
Stake
DAC
1801
Dividend Assets Capital
South Carolina
$1.16M +$2.65K +16 +0.2%
EC
1802
Estate Counselors
Wisconsin
$1.16M +$1.32M +8,013 New
DG
1803
DMC Group
Alabama
$1.16M -$10.2K -62 -0.8%
QPBE
1804
Quintet Private Bank (Europe)
Luxembourg
$1.16M +$1.22M +7,366 New
WHC
1805
Wulff, Hansen & Co
California
$1.16M -$62.8K -380 -5%
Financial Engines Advisors
1806
Financial Engines Advisors
California
$1.15M +$299K +1,806 +29%
BFC
1807
Bedel Financial Consulting
Indiana
$1.15M +$827 +5 +0.1%
AC
1808
Apella Capital
Connecticut
$1.15M +$169K +1,021 +15%
TNAM
1809
Terra Nova Asset Management
New York
$1.15M +$996K +6,027 +311%
MIM
1810
Moseley Investment Management
Florida
$1.15M +$74.2K +449 +6%
ESBC
1811
E.S. Barr & Co
Kentucky
$1.14M
SFS
1812
Solitude Financial Services
Virginia
$1.14M +$76.9K +465 +6%
EWA
1813
EverSource Wealth Advisors
Alabama
$1.14M +$312K +1,886 +31%
WCM
1814
Windsor Capital Management
Arizona
$1.14M -$7.11K -43 -0.5%
GC
1815
Gilbert & Cook
Iowa
$1.14M +$4.96K +30 +0.4%
PCMK
1816
Paragon Capital Management (Kansas)
Kansas
$1.13M -$13.9K -84 -1%
AFS
1817
Access Financial Services
Minnesota
$1.13M -$149K -899 -10%
CG
1818
Castellan Group
Kentucky
$1.13M +$94.6K +572 +8%
DA
1819
Doliver Advisors
Texas
$1.13M -$229K -1,384 -15%
SPFA
1820
Summit Place Financial Advisors
New Jersey
$1.12M -$20.7K -125 -2%
RPSA
1821
Richard P. Slaughter Associates
Texas
$1.12M -$165K -997 -11%
Kovitz Investment Group Partners
1822
Kovitz Investment Group Partners
Illinois
$1.12M +$100K +605 +8%
SFSG
1823
Sound Financial Strategies Group
Mississippi
$1.12M -$492K -2,976 -28%
CPA
1824
Court Place Advisors
Maryland
$1.12M +$34.9K +211 +3%
TA
1825
TKG Advisors
Indiana
$1.12M +$178K +1,079 +16%