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Name Holding Trade Value Shares
Change
Change in
Stake
BOH
1251
Bank of Hawaii
Hawaii
$675K +$3.14K +40 +0.5%
PIFP
1252
Partners in Financial Planning
Virginia
$671K
CC
1253
Chicago Capital
Illinois
$671K +$78.6K +1,000 +13%
ITIM
1254
Indiana Trust & Investment Management
Indiana
$668K -$19.1K -243 -3%
Financial Engines Advisors
1255
Financial Engines Advisors
California
$666K +$691K +8,802 New
EM
1256
Excalibur Management
Massachusetts
$665K +$38.2K +486 +6%
DAS
1257
Dynamic Advisor Solutions
Arizona
$662K -$434K -5,519 -39%
MWM
1258
Modera Wealth Management
New Jersey
$661K -$19.2K -245 -3%
RA
1259
RFG Advisory
Alabama
$661K +$463K +5,891 +207%
RMP
1260
Richards, Merrill & Peterson
Washington
$659K +$685K +8,715 New
PPW
1261
Presilium Private Wealth
Pennsylvania
$658K +$23.6K +300 +4%
BAM
1262
Beaumont Asset Management
Texas
$654K +$679K +8,644 New
SAM
1263
Shell Asset Management
Netherlands
$654K +$149K +1,895 +28%
FIA
1264
FNY Investment Advisers
New York
$654K +$668K +8,504 +5,746%
ISL
1265
Ingalls & Snyder LLC
New York
$653K +$351K +4,469 +108%
FRA
1266
Frank Rimerman Advisors
California
$647K -$770K -9,800 -53%
CPA
1267
Court Place Advisors
Maryland
$646K -$31.3K -399 -4%
AIIMS
1268
Analyst IMS Investment Management Services
Israel
$646K -$200K -2,550 -23%
MWA
1269
Meridian Wealth Advisors
Texas
$645K -$64.7K -824 -9%
CFCI
1270
Comprehensive Financial Consultants Institutional
Indiana
$644K -$69.8K -888 -9%
PH
1271
Pinnacle Holdings
Oklahoma
$644K -$39.9K -508 -6%
RFG
1272
Range Financial Group
Oregon
$642K +$666K +8,484 New
JPWM
1273
Jamison Private Wealth Management
Georgia
$641K +$31.7K +404 +5%
DWM
1274
Drive Wealth Management
Utah
$639K -$168K -2,145 -20%
GC
1275
Garde Capital
Washington
$636K +$36.7K +467 +6%