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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
551
Cerity Partners
New York
$5.76M +$220K +1,276 +4%
RCS
552
Retirement Capital Strategies
California
$5.7M +$5.58M +32,376 New
CIC
553
Carnegie Investment Counsel
Ohio
$5.65M +$460K +2,672 +9%
BAC
554
Boys Arnold & Co
North Carolina
$5.65M -$775K -4,501 -12%
IAA
555
Independent Advisor Alliance
North Carolina
$5.62M +$349K +2,024 +7%
B
556
Brightworth
Georgia
$5.6M -$571K -3,315 -9%
WA1
557
Wimmer Associates 1
California
$5.59M +$60.6K +352 +1%
PTC
558
Petrus Trust Company
Texas
$5.59M
CWM
559
Cornerstone Wealth Management
Missouri
$5.58M +$78M +453,034 +46%
SIMM
560
Stillwater Investment Management (Minnesota)
Minnesota
$5.58M -$172K -1,000 -3%
MCM
561
Monarch Capital Management
Indiana
$5.57M +$5K +29 +0.1%
CC
562
Capital Counsel
New York
$5.54M
BUB
563
BBVA USA Bancshares
Texas
$5.49M -$245K -1,421 -4%
GIM
564
Goelzer Investment Management
Indiana
$5.45M +$7.58K +44 +0.1%
CB
565
Chemical Bank
Michigan
$5.43M -$29.5K -171 -0.6%
NME
566
Notis-McConarty Edward
$5.41M +$135K +783 +3%
DP
567
DDD Partners
Washington
$5.4M +$5.28M +30,659 New
BIA
568
Biondo Investment Advisors
Pennsylvania
$5.38M +$130K +753 +3%
TYCC
569
Texas Yale Capital Corp
Florida
$5.36M +$84.9K +493 +2%
WP
570
WMS Partners
Maryland
$5.34M -$80.8K -469 -2%
RW
571
Rand Wealth
Maryland
$5.31M +$120K +694 +2%
GCM
572
Garland Capital Management
Washington
$5.29M -$36.3K -211 -0.7%
WPC
573
Waters Parkerson & Co
Louisiana
$5.27M +$67K +389 +1%
QIM
574
Quantitative Investment Management
Virginia
$5.27M -$15.6M -90,298 -75%
KRS
575
Kentucky Retirement Systems
Kentucky
$5.26M -$46.7K -271 -0.9%