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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
576
Sequoia Financial Advisors
Ohio
$610K +$24.7K +159 +4%
PBO
577
Peoples Bank (Ohio)
Ohio
$608K +$65.8K +424 +13%
WFM
578
Wolff Financial Management
Michigan
$606K – – –
NFG
579
Next Financial Group
Texas
$605K -$276K -1,777 -32%
NFH
580
NEXT Financial Holdings
Texas
$605K +$585K +3,770 New
CFGS
581
Concourse Financial Group Securities
Alabama
$601K +$6.21K +40 +1%
VFA
582
Voya Financial Advisors
Connecticut
$601K +$25K +161 +5%
DJSG
583
D.J. St. Germain
Massachusetts
$599K – – –
HMS
584
Hanseatic Management Services
New Mexico
$596K +$776 +5 +0.1%
KCM
585
Kanawha Capital Management
Virginia
$594K – – –
SC
586
Scotia Capital
Ontario, Canada
$587K +$74.2K +478 +15%
CI
587
Conning Inc
Connecticut
$582K – – –
Nuveen
588
Nuveen
North Carolina
$578K +$559K +3,605 New
TWM
589
Titus Wealth Management
California
$576K -$19.9K -128 -3%
MWM
590
Meridian Wealth Management
Kentucky
$573K +$38K +245 +7%
ECAM
591
East Coast Asset Management
Massachusetts
$571K -$6.21K -40 -1%
CT
592
Coastline Trust
Rhode Island
$568K -$41.9K -270 -7%
PCAP
593
Pratt Collard Advisory Partners
New York
$563K -$55.7K -359 -9%
RCA
594
Rowland Carmichael Advisors
Arizona
$563K -$49.6K -320 -8%
AP
595
Appleton Partners
Massachusetts
$555K -$87.3K -563 -14%
HTC
596
Haverford Trust Company
Pennsylvania
$554K -$7.6K -49 -1%
LFAS
597
Level Four Advisory Services
Texas
$552K -$109K -701 -17%
LMAM
598
Legg Mason Asset Management
Japan
$546K -$46.5K -300 -8%
FPB
599
First PREMIER Bank
South Dakota
$546K – – –
EIA
600
Eldridge Investment Advisors
New Hampshire
$543K – – –