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Name Holding Trade Value Shares
Change
Change in
Stake
PD
1226
Planning Directions
Pennsylvania
$598K +$713K +5,641 New
TC
1227
Trilogy Capital
California
$597K -$213K -1,683 -25%
CFA
1228
Capstone Financial Advisors
Illinois
$597K -$67.9K -537 -9%
RAM
1229
Roanoke Asset Management
New Jersey
$595K +$171K +1,355 +32%
WTB
1230
Washington Trust Bank
Washington
$594K -$39.7K -314 -5%
PFM
1231
Parsec Financial Management
North Carolina
$594K -$17.5K -138 -2%
AC
1232
Abbrea Capital
California
$593K +$11.9K +94 +2%
AIC
1233
Ameritas Investment Company
Nebraska
$591K +$65.6K +519 +10%
JIR
1234
James Investment Research
Ohio
$589K -$4.11M -32,518 -85%
EWM
1235
Evermay Wealth Management
Virginia
$589K +$21.8K +172 +3%
YIA
1236
YHB Investment Advisors
Connecticut
$588K +$9.99K +79 +1%
HWA
1237
Heritage Wealth Advisors
Virginia
$588K +$131K +1,039 +23%
WCAMG
1238
Woodard & Company Asset Management Group
North Carolina
$587K – – –
HIA
1239
Harbor Investment Advisory
Maryland
$583K -$29.1K -230 -4%
MIS
1240
Morningstar Investment Services
Illinois
$583K +$683K +5,403 New
ISB
1241
Iowa State Bank
Iowa
$581K – – –
BPA
1242
Beacon Pointe Advisors
California
$580K +$211K +1,669 +44%
OAM
1243
Oak Asset Management
California
$579K -$140K -1,110 -17%
CFD
1244
Creative Financial Designs
Indiana
$579K +$2.28K +18 +0.3%
APW
1245
Aurora Private Wealth
New Jersey
$578K +$156K +1,234 +29%
MFW
1246
Meristem Family Wealth
Minnesota
$574K -$5.31K -42 -0.8%
NSB
1247
Norway Savings Bank
Maine
$572K +$43.6K +345 +7%
FFN
1248
Focus Financial Network
Minnesota
$572K -$35.5K -281 -5%
CAAS
1249
Capital Asset Advisory Services
Michigan
$570K +$30.7K +243 +5%
GSBTD
1250
Glenview State Bank Trust Department
Illinois
$568K +$13.2K +104 +2%