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Name Holding Trade Value Shares
Change
Change in
Stake
TA
351
Townsend & Associates
Colorado
$28K
AF
352
Allworth Financial
California
$26K
NFG
353
Next Financial Group
Texas
$24K +$21.6K +1,740 New
WIM
354
Westside Investment Management
California
$23.8K -$335 -27 -2%
OIA
355
Optimum Investment Advisors
Illinois
$22K
CLOS
356
Compagnie Lombard Odier SCmA
Switzerland
$19K
CFD
357
Creative Financial Designs
Indiana
$19K +$2.48K +200 +18%
SIAS
358
Shine Investment Advisory Services
Colorado
$18K +$9.14K +736 +138%
AIM
359
Advantage Investment Management
Iowa
$17K
FCMT
360
Founders Capital Management (Texas)
Texas
$17K
FHB
361
First Hawaiian Bank
Hawaii
$16K +$14.4K +1,160 New
GAM
362
Gemmer Asset Management
California
$15K +$112 +9 +0.8%
JA
363
JOYN Advisors
Georgia
$15K +$1.78K +143 +16%
SGAM
364
Smith Group Asset Management
Texas
$14K -$124 -10 -1%
AF
365
Arrow Financial
New York
$14K
ACM
366
AUA Capital Management
Pennsylvania
$14K
BC
367
Barnett & Company
Tennessee
$14K
CCM
368
Covington Capital Management
California
$14K
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K
SA
370
SRH Advisors
Kansas
$14K
JCM
371
Jacobi Capital Management
Pennsylvania
$14K +$8.07K +650 +186%
AP
372
Arlington Partners
Alabama
$14K +$12.4K +1,000 New
LYV
373
Live Your Vision
Pennsylvania
$14K +$12.4K +1,000 New
WIA
374
Westbourne Investment Advisors
Maryland
$14K +$12.4K +1,000 New
RCAG
375
Rehmann Capital Advisory Group
Michigan
$13.5K -$12 -1 -0.1%