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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
601
Financial Engines Advisors
California
$591K +$58.9K +5,150 +10%
CH
602
Canton Hathaway
Rhode Island
$588K -$229K -19,993 -26%
Koshinski Asset Management
603
Koshinski Asset Management
Illinois
$583K -$13.3K -1,160 -2%
GWM
604
Geneos Wealth Management
Colorado
$578K +$113K +9,887 +22%
MGIA
605
Moneta Group Investment Advisors
Missouri
$577K -$47.8K -4,177 -7%
PAM
606
Panagora Asset Management
Massachusetts
$577K -$320 -28 -0.1%
CCA
607
Childress Capital Advisors
Texas
$577K +$142K +12,389 +29%
NP
608
NorthRock Partners
Minnesota
$576K -$12.4K -1,088 -2%
FFM
609
Forum Financial Management
Illinois
$572K -$7.21K -630 -1%
AMIM
610
Aull & Monroe Investment Management
Alabama
$571K – – –
MA
611
MONECO Advisors
Connecticut
$571K +$81.7K +7,138 +15%
TG
612
TCW Group
California
$568K -$13.9K -1,219 -2%
DC
613
Davenport & Co
Virginia
$567K -$172K -15,054 -22%
JIC
614
Johnson Investment Counsel
Ohio
$563K +$4K +350 +0.7%
SCTC
615
Sanibel Captiva Trust Company
Florida
$562K -$21.7K -1,899 -3%
TCBWMS
616
Texas Capital Bank Wealth Management Services
Texas
$561K +$608K +53,155 New
JCM
617
Jacobi Capital Management
Pennsylvania
$561K +$21.4K +1,866 +4%
MFIM
618
Mesirow Financial Investment Management
Illinois
$561K -$69.4K -6,068 -10%
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$558K +$137K +11,998 +29%
TPA
620
Trivium Point Advisory
Connecticut
$557K -$53.3K -4,654 -8%
P
621
Pitcairn
Pennsylvania
$551K -$59.3K -5,184 -9%
IB
622
Intrust Bank
Kansas
$551K -$91.7K -8,017 -13%
HW
623
Hancock Whitney
Mississippi
$550K -$12.3K -1,072 -2%
NEWAS
624
N.E.W. Advisory Services
Wisconsin
$550K -$9.37K -819 -2%
CGH
625
CMG Global Holdings
Texas
$549K +$64.6K +5,645 +12%