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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$59K -$14.3K -315 -20%
AF
302
Allworth Financial
California
$59K
FWM
303
Focused Wealth Management
New York
$58K
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$56K -$136 -3 -0.2%
HIA
305
Harbor Investment Advisory
Maryland
$53K
JWM
306
Janiczek Wealth Management
Colorado
$51K +$32.6K +718 +186%
POIA
307
Pin Oak Investment Advisors
Texas
$48K
IAIM
308
International Assets Investment Management
Florida
$47K
HNB
309
Huntington National Bank
Ohio
$46K +$2.72K +60 +6%
BCWM
310
Bartlett & Co Wealth Management
Ohio
$45.3K
BC
311
Bartlett & Co
Ohio
$45K
JIR
312
James Investment Research
Ohio
$43K +$11.9K +263 +40%
AIM
313
Anchor Investment Management
South Carolina
$40.8K -$36.4K -801 -48%
CFGS
314
Concourse Financial Group Securities
Alabama
$38K +$5.95K +131 +19%
SFPG
315
Stonebridge Financial Planning Group
Florida
$37K
WT
316
Washington Trust
Rhode Island
$37K
BFEC
317
Benjamin F. Edwards & Company
Missouri
$35K
FPS
318
Fieldpoint Private Securities
Connecticut
$34K +$1.68K +37 +5%
ZB
319
Zions Bancorporation
Utah
$32K -$8.08K -178 -20%
TFM
320
TFC Financial Management
Massachusetts
$32K
EFSCE
321
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$3.54K +78 +12%
FRA
322
Front Row Advisors
California
$31K +$91 +2 +0.3%
BCA
323
Berman Capital Advisors
Georgia
$30K +$1.95K +43 +7%
FCM
324
Firestone Capital Management
Florida
$29K
NSIM
325
North Star Investment Management
Illinois
$28K