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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1676
Financial Engines Advisors
California
$8.44M -$1.26M -17,420 -16%
NWM
1677
NRI Wealth Management
California
$8.42M -$141K -1,950 -2%
CPC
1678
Cookson Peirce & Co
Pennsylvania
$8.4M -$1.21M -16,730 -15%
SIA
1679
Schear Investment Advisers
Ohio
$8.4M -$1.49M -20,580 -18%
XWM
1680
Xcel Wealth Management
Florida
$8.33M -$243K -3,350 -4%
JWBC
1681
J.W. Burns & Co
New York
$8.33M +$81.2K +1,120 +1%
SBWIC
1682
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.33M +$1.72M +23,720 +35%
CWM
1683
Centurion Wealth Management
Virginia
$8.32M +$199K +2,750 +3%
HIS
1684
Harvest Investment Services
Illinois
$8.3M -$2.84M -39,200 -30%
OM
1685
OV Management
Minnesota
$8.3M -$275K -3,790 -4%
CWA
1686
Consilium Wealth Advisory
Texas
$8.26M -$110K -1,520 -2%
1SB
1687
1ST Source Bank
Indiana
$8.23M -$648K -8,940 -9%
A
1688
Allianz
Germany
$8.23M +$66M +910,770 New
MWM
1689
Merriman Wealth Management
Washington
$8.23M -$1.51M -20,900 -19%
AFS
1690
Aft Forsyth & Sober
Florida
$8.22M
CPC
1691
Consolidated Planning Corp
Georgia
$8.21M -$1.07M -14,770 -14%
MFG
1692
Menard Financial Group
Texas
$8.2M +$847K +11,690 +15%
MA
1693
MONECO Advisors
Connecticut
$8.17M +$1.3M +18,000 +25%
MAM
1694
Martingale Asset Management
Massachusetts
$8.16M +$4.49M +61,910 +218%
SWC
1695
Spectrum Wealth Counsel
Indiana
$8.14M -$336K -4,640 -5%
CRC
1696
Curi RMB Capital
Illinois
$8.12M -$273K -3,770 -4%
QWM
1697
Quadcap Wealth Management
Texas
$8.11M -$1.03M -14,260 -14%
CFP
1698
Catalyst Financial Partners
Massachusetts
$8.11M +$691K +9,530 +11%
MBTD
1699
Mechanics Bank - Trust Department
California
$8.09M -$828K -11,420 -11%
SAM
1700
S.A. Mason
Michigan
$8.09M -$31.2K -430 -0.5%