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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
851
Summit Financial Group
West Virginia
$330K
KCPG
852
Kavar Capital Partners Group
Kansas
$329K -$77.4K -500 -20%
NFC
853
Northeast Financial Consultants
Connecticut
$323K +$928 +6 +0.3%
AIA
854
Alera Investment Advisors
Illinois
$322K +$1.24K +8 +0.4%
NIM
855
Northeast Investment Management
Massachusetts
$319K -$5.57K -36 -2%
FRM
856
Foundation Resource Management
Arkansas
$318K
PL
857
Plancorp LLC
Missouri
$317K -$774 -5 -0.3%
FMBTD
858
First Midwest Bank Trust Division
Illinois
$316K
TAM
859
Trillium Asset Management
Massachusetts
$315K -$24.8K -160 -8%
EWM
860
Evermay Wealth Management
Virginia
$315K -$13.8K -89 -4%
LIM
861
Leavell Investment Management
Alabama
$315K +$4.95K +32 +2%
SFS
862
Sowell Financial Services
Arkansas
$315K +$302K +1,950 New
ATPW
863
Ashton Thomas Private Wealth
Arizona
$315K +$25.8K +167 +9%
SIG
864
Sky Investment Group
Connecticut
$314K -$11.6K -75 -4%
Financial Engines Advisors
865
Financial Engines Advisors
California
$314K +$301K +1,945 New
SC
866
Scotia Capital
Ontario, Canada
$312K +$56.6K +366 +23%
AW
867
ACG Wealth
Georgia
$309K -$8.97K -58 -3%
JA
868
JOYN Advisors
Georgia
$309K +$11.1K +72 +4%
COI
869
Capital One Investing
Virginia
$308K
SW
870
SlateStone Wealth
Florida
$307K -$80.1K -518 -21%
WP
871
WealthSource Partners
California
$305K +$6.5K +42 +2%
LSPW
872
Lake Street Private Wealth
Illinois
$305K +$40.1K +259 +16%
CWS
873
Cypress Wealth Services
California
$304K -$28.3K -183 -9%
AIM
874
Aspen Investment Management
Michigan
$304K
WC
875
Whitnell & Co
Illinois
$304K