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Name Holding Trade Value Shares
Change
Change in
Stake
JA
401
JOYN Advisors
Georgia
$10K +$1.73K +37 +21%
AssetMark Inc
402
AssetMark Inc
California
$9K -$2K -43 -19%
OIA
403
Optimum Investment Advisors
Illinois
$9K – – –
SFG
404
SevenBridge Financial Group
Pennsylvania
$8K – – –
SIAS
405
Shine Investment Advisory Services
Colorado
$8K – – –
TPWA
406
TRUE Private Wealth Advisors
Oregon
$7.09K +$7.13K +153 New
CGI
407
CI Global Investments
California
$7K -$114K -2,440 -94%
CMBA
408
C.M. Bidwell & Associates
Hawaii
$7K – – –
FPFS
409
First Personal Financial Services
North Carolina
$7K – – –
CHC
410
City Holding Co
West Virginia
$5K – – –
SA
411
SRH Advisors
Kansas
$5K – – –
HI
412
Hudock Inc
Pennsylvania
$5K +$47 +1 +0.9%
KTC
413
Kistler-Tiffany Companies
Pennsylvania
$5K +$5.31K +114 New
CHP
414
Cable Hill Partners
Oregon
$4K -$699 -15 -16%
CFD
415
Creative Financial Designs
Indiana
$4K – – –
FRA
416
Front Row Advisors
California
$4K – – –
VCM
417
Versant Capital Management
Arizona
$4K – – –
HAM
418
Highstreet Asset Management
Ontario, Canada
$4K +$3.59K +77 New
ZB
419
Zions Bancorporation
Utah
$4K +$3.92K +84 New
APP
420
Avantax Planning Partners
Iowa
$4K +$4.2K +90 New
DBT
421
Dubuque Bank & Trust
Iowa
$3K – – –
EARNEST Partners
422
EARNEST Partners
Georgia
$3K – – –
AF
423
Allworth Financial
California
$2K – – –
CCM
424
Cribstone Capital Management
Maine
$2K – – –
DAM
425
Delta Asset Management
Tennessee
$2K – – –