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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
2051
FLC Capital Advisors
California
$948K – – –
AAG
2052
Armstrong Advisory Group
Massachusetts
$947K -$95.2K -510 -9%
Financial Engines Advisors
2053
Financial Engines Advisors
California
$945K +$729K +3,905 +327%
HI
2054
Humankind Investments
New York
$944K -$308K -1,653 -24%
SWA
2055
Sutton Wealth Advisors
Florida
$943K +$15.5K +83 +2%
MFG
2056
Midwest Financial Group
Kansas
$943K -$10.1K -54 -1%
CCM
2057
Carlson Capital Management
Minnesota
$942K -$209K -1,118 -18%
MA
2058
MONECO Advisors
Connecticut
$941K -$2.05K -11 -0.2%
CAM
2059
CPA Asset Management
Florida
$940K – – –
WCMN
2060
Westchester Capital Management (Nebraska)
Nebraska
$939K -$933 -5 -0.1%
CBNLCF
2061
Cognios Beta Neutral Large Cap Fund
Kansas
$938K -$328K -1,757 -26%
TIM
2062
Tortoise Investment Management
New York
$931K +$205K +1,100 +28%
AC
2063
Allstate Corporation
Illinois
$931K +$4.67K +25 +0.5%
OCG
2064
Opus Capital Group
Ohio
$931K +$2.99K +16 +0.3%
MMHP
2065
Murphy Middleton Hinkle & Parker
Georgia
$931K +$187 +1 +0%
CAS
2066
Coppell Advisory Solutions
Texas
$928K +$118K +632 +14%
CIA
2067
Cladis Investment Advisory
Montana
$926K – – –
PWAM
2068
Pinnacle West Asset Management
Wyoming
$925K -$12.1K -65 -1%
WCM
2069
WealthBridge Capital Management
Ohio
$924K -$1M -5,375 -52%
TFO
2070
Tarbox Family Office
California
$924K – – –
SGI
2071
Summit Global Investments
Utah
$923K -$497K -2,661 -35%
BAM
2072
Blueshift Asset Management
New Jersey
$921K -$115K -618 -11%
WI
2073
Wedgewood Investors
Pennsylvania
$921K -$18.7K -100 -2%
BFA
2074
Buttonwood Financial Advisors
Maryland
$919K +$116K +619 +14%
BCP
2075
Berkeley Capital Partners
Georgia
$917K +$15.9K +85 +2%