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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1001
Maryland Capital Management
Maryland
$339K +$105K +492 +45%
PWPS
1002
Pinnacle Wealth Planning Services
Ohio
$338K +$34K +160 +11%
MGIA
1003
Moneta Group Investment Advisors
Missouri
$338K +$137K +645 +69%
EWM
1004
Empirical Wealth Management
Washington
$338K +$336K +1,577 New
EM
1005
ELCO Management
New York
$338K +$336K +1,579 New
HCMT
1006
Highland Capital Management (Tennessee)
Tennessee
$337K – – –
CG
1007
Corundum Group
Colorado
$336K +$6.6K +31 +2%
1WA
1008
180 Wealth Advisors
Washington
$333K -$12.8K -60 -4%
PCP
1009
Proficio Capital Partners
Massachusetts
$333K +$331K +1,554 New
FWP
1010
FAS Wealth Partners
Kansas
$331K +$638 +3 +0.2%
IA
1011
Insight Advisors
Pennsylvania
$330K – – –
SC
1012
Savant Capital
Illinois
$328K +$7.02K +33 +2%
FNBT
1013
FineMark National Bank & Trust
Florida
$327K -$16.2K -76 -5%
PL
1014
Plancorp LLC
Missouri
$327K -$3.4K -16 -1%
Fayez Sarofim & Co
1015
Fayez Sarofim & Co
Texas
$324K -$1.06K -5 -0.3%
AL
1016
Aspiriant LLC
California
$321K -$1.49K -7 -0.5%
IFWM
1017
Institute for Wealth Management
Colorado
$320K +$58.5K +275 +23%
APA
1018
Allegiant Private Advisors
Florida
$316K +$213 +1 +0.1%
CWC
1019
Carolinas Wealth Consulting
North Carolina
$314K – – –
AI
1020
Accredited Investors
Minnesota
$312K -$10.6K -50 -3%
DACG
1021
Donor Advised Charitable Giving
California
$311K – – –
Financial Engines Advisors
1022
Financial Engines Advisors
California
$310K – – –
RIL
1023
Rothschild Investment LLC
Illinois
$310K – – –
W
1024
WealthStone
Ohio
$310K +$19.1K +90 +7%
SIC
1025
SFE Investment Counsel
California
$310K +$92.6K +435 +43%