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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1701
Wealth Dimensions Group
Ohio
$363K +$352K +2,482 New
MA
1702
MCF Advisors
Kentucky
$362K -$28K -197 -7%
IDA
1703
Intelligence Driven Advisers
California
$362K
WCM
1704
Windsor Capital Management
Arizona
$361K -$105K -737 -23%
RE
1705
RBC Europe
United Kingdom
$361K
WCF
1706
West Coast Financial
California
$360K -$43.3K -305 -11%
IIC
1707
Integrated Investment Consultants
Michigan
$359K
GCP
1708
GSA Capital Partners
United Kingdom
$358K -$67.6K -476 -16%
Financial Engines Advisors
1709
Financial Engines Advisors
California
$358K +$8.38K +59 +2%
SWM
1710
Sugarloaf Wealth Management
Georgia
$356K +$142 +1 +0%
BCA
1711
Berman Capital Advisors
Georgia
$355K +$3.69K +26 +1%
IB
1712
Intrust Bank
Kansas
$355K +$17.7K +125 +5%
VWA
1713
V Wealth Advisors
Kansas
$355K +$345K +2,429 New
WBG
1714
Wharton Business Group
Pennsylvania
$354K
WFM
1715
Wolff Financial Management
Michigan
$354K +$284 +2 +0.1%
WA
1716
Wealth Architects
California
$353K -$195K -1,371 -36%
LL
1717
LPWM LLC
Minnesota
$353K -$53.4K -376 -13%
MGAM
1718
McGowan Group Asset Management
Texas
$352K +$994 +7 +0.3%
MGIA
1719
Moneta Group Investment Advisors
Missouri
$351K +$341K +2,402 New
ACM
1720
Armbruster Capital Management
New York
$350K
PWS
1721
Private Wealth Strategies
Ohio
$350K
PCS
1722
Personal CFO Solutions
New Jersey
$349K -$8.23K -58 -2%
CAM
1723
Cozad Asset Management
Illinois
$349K
BOM
1724
Bank of Marin
California
$348K -$6.81K -48 -2%
WCWM
1725
Willow Creek Wealth Management
California
$347K