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Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
1026
Patrick M. Sweeney & Associates
Illinois
$866K +$5.89K +36 +0.7%
MW
1027
MBL Wealth
North Carolina
$857K +$620K +3,790 +243%
ML
1028
McAdam LLC
Pennsylvania
$849K +$317K +1,939 +58%
Financial Engines Advisors
1029
Financial Engines Advisors
California
$847K +$55.9K +342 +7%
JIC
1030
Joel Isaacson & Co
New York
$841K – – –
BST
1031
Bath Savings Trust
Maine
$841K – – –
NF
1032
NavPoint Financial
Minnesota
$839K – – –
LSIA
1033
LaSalle St. Investment Advisors
Illinois
$837K +$30.7K +188 +4%
SCM
1034
Stevens Capital Management
Pennsylvania
$837K +$334K +2,043 +64%
FFWA
1035
FRG Family Wealth Advisors
Washington
$837K -$53.1K -325 -6%
PWG
1036
Private Wealth Group
Florida
$836K – – –
Chicago Capital
1037
Chicago Capital
Illinois
$835K -$1.31K -8 -0.2%
Sanibel Captiva Trust Company
1038
Sanibel Captiva Trust Company
Florida
$834K -$13.9K -85 -2%
LSPW
1039
Lake Street Private Wealth
Illinois
$832K -$26.3K -161 -3%
PIM
1040
Progressive Investment Management
Oregon
$830K – – –
MEG
1041
Millstone Evans Group
Colorado
$829K – – –
CAM
1042
Cozad Asset Management
Illinois
$829K – – –
Empower Advisory Group
1043
Empower Advisory Group
Colorado
$828K -$331K -2,026 -28%
FBT
1044
First Bank & Trust
South Dakota
$828K +$846K +5,173 New
NWA
1045
New World Advisors
Massachusetts
$825K +$4.74K +29 +0.6%
PP
1046
PDS Planning
Ohio
$824K +$1.96K +12 +0.2%
TCM
1047
Teza Capital Management
Illinois
$824K +$503K +3,079 +149%
CI
1048
Cigna Investments
Connecticut
$822K -$24.4K -149 -3%
JJBC
1049
James J. Burns & Company
New York
$822K -$726K -4,442 -46%
CCA
1050
Checchi Capital Advisers
California
$820K +$2.78K +17 +0.3%