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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1451
Abbrea Capital
California
$583K +$13K +100 +2%
WA
1452
Waverly Advisors
Alabama
$583K +$16.8K +129 +3%
BOH
1453
Bank of Hawaii
Hawaii
$582K -$20.2K -155 -3%
BC
1454
Burleson & Co
California
$582K – – –
CCFM
1455
Clear Creek Financial Management
Washington
$582K +$11.6K +89 +2%
GFS
1456
GYL Financial Synergies
Connecticut
$580K -$3.91K -30 -0.7%
VA
1457
Valmark Advisers
Ohio
$578K -$26.2K -201 -4%
REMPR
1458
Roof Eidam Maycock Peralta (REMP)
California
$577K – – –
M
1459
Mirova
France
$574K -$391 -3 -0.1%
WTB
1460
Washington Trust Bank
Washington
$573K -$199K -1,526 -26%
WAOI
1461
Wealth Advisors of Iowa
Iowa
$573K +$198K +1,515 +52%
QCG
1462
Quadrant Capital Group
Ohio
$572K +$29.2K +224 +5%
EFSCE
1463
Enterprise Financial Services Corp (EFSC)
Missouri
$571K +$27.8K +213 +5%
MPCG
1464
Matrix Private Capital Group
New York
$570K +$522 +4 +0.1%
IIC
1465
Integrated Investment Consultants
Michigan
$568K +$48K +368 +9%
BONH
1466
Bank of New Hampshire
New Hampshire
$568K +$54.1K +415 +10%
PS
1467
Planned Solutions
California
$567K – – –
T
1468
TOBAM
France
$567K +$206K +1,583 +57%
AIA
1469
Armor Investment Advisors
North Carolina
$563K -$69.4K -532 -11%
WP
1470
WealthPLAN Partners
Nebraska
$563K +$207K +1,591 +60%
WIM
1471
WealthPlan Investment Management
Nebraska
$563K +$555K +4,259 New
CAAM
1472
Cornerstone Advisors Asset Management
Pennsylvania
$563K +$78.2K +600 +16%
WA
1473
Wealth Architects
California
$562K -$50.9K -390 -8%
SFG
1474
SNS Financial Group
Minnesota
$562K -$7.83K -60 -1%
GG
1475
Greenwood Gearhart
Arkansas
$561K -$652 -5 -0.1%