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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1026
Financial Engines Advisors
California
$314K
EW
1027
Evoke Wealth
California
$310K +$38.2K +183 +15%
DY
1028
Dowling & Yahnke
California
$308K +$19.4K +93 +7%
PWPS
1029
Pinnacle Wealth Planning Services
Ohio
$307K +$10.2K +49 +4%
AWM
1030
Aries Wealth Management
Maine
$303K
EWM
1031
Evermay Wealth Management
Virginia
$303K
CAAS
1032
Capital Asset Advisory Services
Michigan
$300K +$289K +1,383 New
CIAS
1033
Capital Investment Advisory Services
North Carolina
$299K -$5.64K -27 -2%
MCM
1034
MAI Capital Management
Ohio
$298K +$26.3K +126 +10%
MCM
1035
Monarch Capital Management
Indiana
$297K
AAP
1036
Arax Advisory Partners
Colorado
$296K +$3.97K +19 +1%
W
1037
WealthStone
Ohio
$294K -$4.18K -20 -1%
BDF
1038
Balasa Dinverno & Foltz
$293K +$283K +1,356 New
PWA
1039
Phoenix Wealth Advisors
North Carolina
$293K +$283K +1,356 New
SNBOSD
1040
Security National Bank of So Dak
Iowa
$292K -$3.34K -16 -1%
ST
1041
Smithfield Trust
Pennsylvania
$290K +$6.68K +32 +2%
MPW
1042
Monterey Private Wealth
California
$288K
GWM
1043
Geneos Wealth Management
Colorado
$288K +$194K +929 +74%
MSU
1044
Mizuho Securities USA
New York
$288K +$278K +1,329 New
MFG
1045
Merit Financial Group
Georgia
$285K
QC
1046
QCM Cayman
Texas
$285K +$275K +1,318 New
DJSG
1047
D.J. St. Germain
Massachusetts
$283K -$5.22K -25 -2%
BP
1048
BBR Partners
New York
$282K -$366K -1,751 -57%
IEFM
1049
IQ EQ Fund Management
Ireland
$282K +$272K +1,304 New
CCM
1050
Carlson Capital Management
Minnesota
$281K -$28.2K -135 -10%