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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
701
Tradition Capital Management
New Jersey
$457K
FMBTD
702
First Midwest Bank Trust Division
Illinois
$455K -$27.8K -193 -6%
LFS
703
Legacy Financial Strategies
Kansas
$455K +$49.6K +344 +12%
SIC
704
SFE Investment Counsel
California
$455K +$468K +3,245 New
Jones Financial Companies
705
Jones Financial Companies
Missouri
$451K -$7.79K -54 -2%
BS
706
Boenning & Scattergood
Pennsylvania
$450K +$462K +3,202 New
HB
707
Homrich & Berg
Georgia
$446K +$16.4K +114 +4%
IA
708
IFG Advisory
Georgia
$443K +$16.3K +113 +4%
RIS
709
Retirement Income Solutions
Michigan
$443K +$228K +1,584 +101%
BOTW
710
Bank of the West
California
$440K -$17.5K -121 -4%
EA
711
Edge Advisors
Georgia
$433K -$1.59K -11 -0.4%
WI
712
Wintrust Investments
Illinois
$431K +$443K +3,073 New
YWP
713
YorkBridge Wealth Partners
New York
$430K +$21.3K +148 +5%
MFAM
714
Motley Fool Asset Management
Virginia
$428K +$52.5K +364 +14%
RWM
715
Rench Wealth Management
Texas
$426K +$1.15K +8 +0.3%
SCI
716
Stableford Capital II
Arizona
$424K -$3.9K -27 -0.9%
TC
717
Telemus Capital
Michigan
$424K -$577 -4 -0.1%
TP
718
Truvvo Partners
New York
$423K -$1.66M -11,500 -79%
NIA
719
Northstar Investment Advisors
Colorado
$422K
CCA
720
Checchi Capital Advisers
California
$422K +$7.5K +52 +2%
HPC
721
HM Payson & Co
Maine
$422K +$75.4K +523 +21%
IFAM
722
Institutional & Family Asset Management
Colorado
$421K -$144 -1 -0%
SFG
723
SNS Financial Group
Minnesota
$418K +$15.4K +107 +4%
EFS
724
Essex Financial Services
Connecticut
$418K +$112K +777 +35%
HH
725
Hilltop Holdings
Texas
$415K -$17.7K -123 -4%