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Name Holding Trade Value Shares
Change
Change in
Stake
EIA
976
Edgemoor Investment Advisors
Maryland
$316K
FNBT
977
FineMark National Bank & Trust
Florida
$316K +$17.4K +87 +6%
OSAM
978
O'Shaughnessy Asset Management
Connecticut
$312K +$45.4K +227 +17%
IIM
979
Ironwood Investment Management
Massachusetts
$309K -$343K -1,717 -53%
RC
980
RegentAtlantic Capital
New Jersey
$308K -$9.99K -50 -3%
SC
981
Savant Capital
Illinois
$308K -$1.8K -9 -0.6%
PL
982
Plancorp LLC
Missouri
$307K
FWP
983
FAS Wealth Partners
Kansas
$307K +$599 +3 +0.2%
RCAG
984
Rehmann Capital Advisory Group
Michigan
$307K -$17.6K -88 -5%
VHAM
985
Van Hulzen Asset Management
California
$306K -$1.2K -6 -0.4%
Fayez Sarofim & Co
986
Fayez Sarofim & Co
Texas
$303K
AWA
987
Arete Wealth Advisors
Illinois
$302K +$200 +1 +0.1%
AL
988
Aspiriant LLC
California
$302K +$2.2K +11 +0.7%
CG
989
Corundum Group
Colorado
$300K +$58.4K +292 +24%
LJHT
990
Laurie J. Hall Trustee
$294K +$294K +1,471 New
RIL
991
Rothschild Investment LLC
Illinois
$291K
CAGAS
992
Capital Advisory Group Advisory Services
Minnesota
$290K -$799 -4 -0.3%
Financial Engines Advisors
993
Financial Engines Advisors
California
$290K +$289K +1,446 New
EGM
994
Engineers Gate Manager
New York
$286K -$52K -260 -15%
BOTW
995
Bank of the West
California
$284K -$270K -1,349 -49%
FC
996
FORA Capital
Florida
$283K -$591K -2,956 -68%
CIAS
997
Capital Investment Advisory Services
North Carolina
$282K +$282K +1,411 New
CCM
998
Carlson Capital Management
Minnesota
$280K
EWM
999
Evermay Wealth Management
Virginia
$280K
BFA
1000
Beaumont Financial Advisors
Massachusetts
$279K +$6.79K +34 +2%