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Polaris
PII

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
426
Clearstead Advisors
Ohio
$10K +$10.7K +84 New
GAM
427
Gemmer Asset Management
California
$8K – – –
JFGIW
428
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
LWP
429
Lumature Wealth Partners
Georgia
$8K – – –
HI
430
Hudock Inc
Pennsylvania
$8K +$9.02K +71 New
PA
431
Parallel Advisors
California
$7K -$635 -5 -8%
CWC
432
Carolinas Wealth Consulting
North Carolina
$7K – – –
GWSG
433
GPS Wealth Strategies Group
Colorado
$7K – – –
VCM
434
Vigilant Capital Management
Maine
$7K +$7.24K +57 New
ETC
435
Exchange Traded Concepts
Oklahoma
$6K -$14.4K -113 -71%
RIM
436
Rockbridge Investment Management
New York
$6K -$5.08K -40 -44%
EAM
437
Eukles Asset Management
Ohio
$6K -$1.4K -11 -18%
AF
438
Advisornet Financial
Minnesota
$6K – – –
AA
439
Ancora Advisors
Ohio
$6K – – –
FF
440
FourThought Financial
Florida
$6K – – –
KTC
441
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
RIA
442
RPG Investment Advisory
California
$6K – – –
ST
443
Smithfield Trust
Pennsylvania
$6K – – –
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.26K +$2.42K +19 +76%
AFS
445
Annapolis Financial Services
Maryland
$5K – – –
BMD
446
Better Money Decisions
New Mexico
$5K – – –
LWA
447
Lenox Wealth Advisors
New York
$5K – – –
PCH
448
PGIM Custom Harvest
New Jersey
$5K – – –
RDFA
449
Ritter Daniher Financial Advisory
Ohio
$5K – – –
WBC
450
West Branch Capital
Massachusetts
$5K – – –
16 17
18
19 20