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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
1026
Rothschild Investment LLC
Illinois
$314K -$1.67K -8 -0.5%
Financial Engines Advisors
1027
Financial Engines Advisors
California
$314K – – –
EW
1028
Evoke Wealth
California
$310K +$38.2K +183 +15%
DY
1029
Dowling & Yahnke
California
$308K +$19.4K +93 +7%
PWPS
1030
Pinnacle Wealth Planning Services
Ohio
$307K +$10.2K +49 +4%
AWM
1031
Aries Wealth Management
Maine
$303K – – –
EWM
1032
Evermay Wealth Management
Virginia
$303K – – –
CAAS
1033
Capital Asset Advisory Services
Michigan
$300K +$289K +1,383 New
CIAS
1034
Capital Investment Advisory Services
North Carolina
$299K -$5.64K -27 -2%
MCM
1035
MAI Capital Management
Ohio
$298K +$26.3K +126 +10%
MCM
1036
Monarch Capital Management
Indiana
$297K – – –
AAP
1037
Arax Advisory Partners
Colorado
$296K +$3.97K +19 +1%
W
1038
WealthStone
Ohio
$294K -$4.18K -20 -1%
BDF
1039
Balasa Dinverno & Foltz
$293K +$283K +1,356 New
PWA
1040
Phoenix Wealth Advisors
North Carolina
$293K +$283K +1,356 New
SNBOSD
1041
Security National Bank of So Dak
Iowa
$292K -$3.34K -16 -1%
ST
1042
Smithfield Trust
Pennsylvania
$290K +$6.68K +32 +2%
MPW
1043
Monterey Private Wealth
California
$288K – – –
GWM
1044
Geneos Wealth Management
Colorado
$288K +$194K +929 +74%
MSU
1045
Mizuho Securities USA
New York
$288K +$278K +1,329 New
MFG
1046
Merit Financial Group
Georgia
$285K – – –
QC
1047
QCM Cayman
Texas
$285K +$275K +1,318 New
DJSG
1048
D.J. St. Germain
Massachusetts
$283K -$5.22K -25 -2%
BP
1049
BBR Partners
New York
$282K -$366K -1,751 -57%
IEFM
1050
IQ EQ Fund Management
Ireland
$282K +$272K +1,304 New