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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
401
Shine Investment Advisory Services
Colorado
$12K
PO
402
Private Ocean
California
$12K +$10.3K +200 New
RFWA
403
RPg Family Wealth Advisory
Massachusetts
$11.2K +$10.3K +200 New
TL
404
TrueWealth LLC
Georgia
$11K
SMFS
405
Squar Milner Financial Services
California
$11K +$10.3K +200 New
TFA
406
Tobias Financial Advisors
Florida
$11K +$10.4K +202 New
AWA
407
Arkadios Wealth Advisors
Georgia
$10.7K +$10.3K +200 New
BFC
408
Bedel Financial Consulting
Indiana
$10K
VAIA
409
Virtus Alternative Investment Advisers
Connecticut
$10K +$9.15K +177 New
VCM
410
Versant Capital Management
Arizona
$9K -$672 -13 -7%
HFM
411
Hartford Financial Management
Connecticut
$9K
WTC
412
WhitTier Trust Company
Nevada
$8K
WEC
413
Winslow Evans & Crocker
Massachusetts
$8K
CFGS
414
Concourse Financial Group Securities
Alabama
$8K +$6K +116 +374%
CI
415
Cordant Inc
Oregon
$8K +$7.45K +144 New
TPCW
416
TD Private Client Wealth
New York
$7.9K +$7.29K +141 New
FRA
417
Front Row Advisors
California
$7K -$52 -1 -0.8%
ZB
418
Zions Bancorporation
Utah
$6K
PFPT
419
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K +$5.17K +100 New
LFA
420
Lighthouse Financial Advisors
Maryland
$6K +$6.31K +122 New
WQ
421
Wealth Quarterback
New Jersey
$5.6K +$5.17K +100 New
SSB
422
Sandy Spring Bank
Maryland
$5K -$8.53K -165 -66%
IFAM
423
Institutional & Family Asset Management
Colorado
$5K
MAM
424
Meeder Asset Management
Ohio
$5K
FCA
425
FinTrust Capital Advisors
South Carolina
$5K +$621 +12 +15%