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Name Holding Trade Value Shares
Change
Change in
Stake
FQ
1026
First Quadrant
California
$472K – – –
BFEC
1027
Benjamin F. Edwards & Company
Missouri
$471K +$51.1K +947 +13%
JFA
1028
JNBA Financial Advisors
Minnesota
$471K +$121K +2,245 +39%
MWM
1029
Mission Wealth Management
California
$469K -$26.8K -497 -6%
HS
1030
Huntington Steele
Pennsylvania
$469K – – –
FNBOH
1031
First National Bank of Hutchinson
Kansas
$468K +$4.64K +86 +1%
IC
1032
Intersect Capital
California
$468K +$10.1K +187 +2%
FNB
1033
Farmers National Bank
Kentucky
$467K -$96.5K -1,788 -18%
GAM
1034
Griffin Asset Management
New York
$465K +$425K +7,885 New
WIP
1035
Wellesley Investment Partners
Massachusetts
$462K +$31.1K +577 +8%
EGM
1036
Engineers Gate Manager
New York
$461K +$422K +7,822 New
BPB
1037
Badgley, Phelps & Bell
Washington
$459K -$5.5M -101,878 -93%
OPTFSNA
1038
Old Point Trust & Financial Services N A
Virginia
$454K – – –
GLA
1039
Good Life Advisors
Pennsylvania
$453K +$33.9K +628 +9%
IUHSA
1040
Itau Unibanco Holding S.A.
Brazil
$448K +$300K +5,564 +275%
HA
1041
Hamel Associates
New Jersey
$446K – – –
DAM
1042
Doheny Asset Management
California
$445K – – –
Financial Engines Advisors
1043
Financial Engines Advisors
California
$444K +$104K +1,932 +35%
MIS
1044
Morningstar Investment Services
Illinois
$444K +$406K +7,520 New
ICM
1045
IMS Capital Management
Oregon
$443K +$62K +1,150 +18%
MWVC
1046
Morgens Waterfall Vintiadis & Co
New York
$443K +$405K +7,500 New
UR
1047
USCA RIA
Texas
$434K +$72.1K +1,336 +22%
SAM
1048
Security Asset Management
New York
$431K – – –
DLA
1049
Douglas Lane & Associates
New York
$428K +$5.39K +100 +1%
NL
1050
NWAM LLC
Washington
$427K +$24.4K +453 +7%