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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
551
Valeo Financial Advisors
Indiana
$591K +$46.5K +4,065 +9%
DI
552
Diligent Investors
California
$589K +$239K +20,850 +76%
FSA
553
Fort Sheridan Advisors
Illinois
$588K +$48.3K +4,225 +10%
ECM
554
Estabrook Capital Management
New York
$588K +$492K +43,000 +860%
WWM
555
Western Wealth Management
Colorado
$582K -$149 -13 -0%
CI
556
Conning Inc
Connecticut
$578K -$48.6K -4,250 -8%
CGH
557
CMG Global Holdings
Texas
$577K +$539K +47,135 New
SAM
558
Secure Asset Management
Michigan
$575K -$110K -9,600 -17%
AFAS
559
Acorn Financial Advisory Services
Virginia
$572K -$11.4K -1,000 -2%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$571K -$172 -15 -0%
MA
561
MCF Advisors
Kentucky
$571K +$1.49K +130 +0.3%
FHA
562
Flagship Harbor Advisors
Massachusetts
$567K +$136K +11,897 +35%
NL
563
NWAM LLC
Washington
$566K +$78.1K +6,828 +17%
RFC
564
Regions Financial Corp
Alabama
$562K +$39.2K +3,430 +8%
DPIM
565
Duff & Phelps Investment Management
Illinois
$559K -$13.7K -1,200 -3%
AIA
566
Armor Investment Advisors
North Carolina
$556K -$1.6K -140 -0.3%
AWA
567
Acorn Wealth Advisors
Michigan
$554K +$25.7K +2,250 +5%
BFG
568
Barber Financial Group
Kansas
$553K +$246K +21,523 +91%
GCM
569
Gables Capital Management
Florida
$552K
ICG
570
InterOcean Capital Group
Tennessee
$550K -$11.2K -980 -2%
WB
571
Webster Bank
Connecticut
$549K +$509K +44,462 +13,723%
VIA
572
Vident Investment Advisory
Georgia
$546K -$613K -53,604 -55%
Massachusetts Financial Services
573
Massachusetts Financial Services
Massachusetts
$546K +$510K +44,533 New
IA
574
IFP Advisors
Florida
$542K -$297K -25,967 -37%
HSA
575
HBK Sorce Advisory
Pennsylvania
$539K +$91.5K +8,000 +22%