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Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
WealthPLAN Partners
Nebraska
$601K +$43.4K +3,789 +8%
Cerity Partners
552
Cerity Partners
New York
$597K +$4.84K +423 +0.9%
Vanguard Personalized Indexing Management
553
Vanguard Personalized Indexing Management
California
$596K +$335K +29,253 +151%
VFA
554
Voya Financial Advisors
Connecticut
$594K +$114K +9,961 +26%
VFA
555
Valeo Financial Advisors
Indiana
$591K +$46.5K +4,065 +9%
DI
556
Diligent Investors
California
$589K +$239K +20,850 +76%
FSA
557
Fort Sheridan Advisors
Illinois
$588K +$48.3K +4,225 +10%
ECM
558
Estabrook Capital Management
New York
$588K +$492K +43,000 +860%
WWM
559
Western Wealth Management
Colorado
$582K -$149 -13 -0%
CI
560
Conning Inc
Connecticut
$578K -$48.6K -4,250 -8%
CGH
561
CMG Global Holdings
Texas
$577K +$539K +47,135 New
SAM
562
Secure Asset Management
Michigan
$575K -$110K -9,600 -17%
AFAS
563
Acorn Financial Advisory Services
Virginia
$572K -$11.4K -1,000 -2%
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$571K -$172 -15 -0%
MA
565
MCF Advisors
Kentucky
$571K +$1.49K +130 +0.3%
FHA
566
Flagship Harbor Advisors
Massachusetts
$567K +$136K +11,897 +35%
NL
567
NWAM LLC
Washington
$566K +$78.1K +6,828 +17%
RFC
568
Regions Financial Corp
Alabama
$562K +$39.2K +3,430 +8%
DPIM
569
Duff & Phelps Investment Management
Illinois
$559K -$13.7K -1,200 -3%
AIA
570
Armor Investment Advisors
North Carolina
$556K -$1.6K -140 -0.3%
AWA
571
Acorn Wealth Advisors
Michigan
$554K +$25.7K +2,250 +5%
BFG
572
Barber Financial Group
Kansas
$553K +$246K +21,523 +91%
GCM
573
Gables Capital Management
Florida
$552K – – –
ICG
574
InterOcean Capital Group
Tennessee
$550K -$11.2K -980 -2%
WB
575
Webster Bank
Connecticut
$549K +$509K +44,462 +13,723%