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Name Holding Trade Value Shares
Change
Change in
Stake
WT
701
Washington Trust
Rhode Island
$28K +$25.1K +1,000 New
CWM
702
Cranbrook Wealth Management
Michigan
$27K
LFG
703
LifePlan Financial Group
Ohio
$27K
OSNBOA
704
Old Second National Bank of Aurora
Illinois
$27K
TC
705
Trust Company
Kansas
$27K
TL
706
TrueWealth LLC
Georgia
$26K
HS
707
Horan Securities
United States
$24K -$3.77K -150 -15%
VIA
708
Vantage Investment Advisors
Pennsylvania
$23K
PCM
709
Peak Capital Management
Colorado
$23K +$20.2K +802 New
AW
710
Alpha Windward
Massachusetts
$23K +$20.4K +810 New
PFBT
711
Parkside Financial Bank & Trust
Missouri
$21K +$3.6K +143 +23%
Financial Engines Advisors
712
Financial Engines Advisors
California
$20K +$101 +4 +0.6%
ME
713
McIlrath & Eck
Washington
$20K +$12.2K +485 +220%
CAPTRUST Financial Advisors
714
CAPTRUST Financial Advisors
North Carolina
$20K +$18K +714 New
JFA
715
JNBA Financial Advisors
Minnesota
$20K +$18K +715 New
EFSCE
716
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$5.25K -209 -24%
CAW
717
Cornerstone Advisors (Washington)
Washington
$19K +$4.83K +192 +39%
SFA
718
Spectrum Financial Alliance
Kentucky
$18K -$478 -19 -3%
BA
719
Ballew Advisors
Mississippi
$18K
PW
720
Price Wealth
Texas
$18K +$8.12K +323 +110%
FC
721
Ferris Capital
Massachusetts
$17K
CIM
722
Contravisory Investment Management
Massachusetts
$16K +$13.8K +549 New
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$14.4K
MIM
724
Macroview Investment Management
Maryland
$14K
BL
725
Balentine LLC
Georgia
$13K