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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
1026
Benjamin F. Edwards & Company
Missouri
$471K +$51.1K +947 +13%
JFA
1027
JNBA Financial Advisors
Minnesota
$471K +$121K +2,245 +39%
MWM
1028
Mission Wealth Management
California
$469K -$26.8K -497 -6%
HS
1029
Huntington Steele
Pennsylvania
$469K
FNBOH
1030
First National Bank of Hutchinson
Kansas
$468K +$4.64K +86 +1%
IC
1031
Intersect Capital
California
$468K +$10.1K +187 +2%
FNB
1032
Farmers National Bank
Kentucky
$467K -$96.5K -1,788 -18%
GAM
1033
Griffin Asset Management
New York
$465K +$425K +7,885 New
WIP
1034
Wellesley Investment Partners
Massachusetts
$462K +$31.1K +577 +8%
EGM
1035
Engineers Gate Manager
New York
$461K +$422K +7,822 New
BPB
1036
Badgley, Phelps & Bell
Washington
$459K -$5.5M -101,878 -93%
OPTFSNA
1037
Old Point Trust & Financial Services N A
Virginia
$454K
GLA
1038
Good Life Advisors
Pennsylvania
$453K +$33.9K +628 +9%
IUHSA
1039
Itau Unibanco Holding S.A.
Brazil
$448K +$300K +5,564 +275%
HA
1040
Hamel Associates
New Jersey
$446K
DAM
1041
Doheny Asset Management
California
$445K
Financial Engines Advisors
1042
Financial Engines Advisors
California
$444K +$104K +1,932 +35%
MIS
1043
Morningstar Investment Services
Illinois
$444K +$406K +7,520 New
ICM
1044
IMS Capital Management
Oregon
$443K +$62K +1,150 +18%
MWVC
1045
Morgens Waterfall Vintiadis & Co
New York
$443K +$405K +7,500 New
UR
1046
USCA RIA
Texas
$434K +$72.1K +1,336 +22%
SAM
1047
Security Asset Management
New York
$431K
DLA
1048
Douglas Lane & Associates
New York
$428K +$5.39K +100 +1%
NL
1049
NWAM LLC
Washington
$427K +$24.4K +453 +7%
MSR
1050
Main Street Research
Connecticut
$426K -$79.3K -1,470 -17%