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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
551
Clean Yield Group
Vermont
$8K – – –
PFSC
552
Peoples Financial Services Corp
Pennsylvania
$8K – – –
SMFS
553
Squar Milner Financial Services
California
$8K +$7.99K +49 New
GRP
554
Global Retirement Partners
California
$7K -$1.14K -7 -15%
S
555
SignatureFD
Georgia
$7K +$979 +6 +16%
CA
556
CXI Advisors
Indiana
$7K +$6.85K +42 New
AA
557
Argent Advisors
Louisiana
$6K +$6.52K +40 New
SLF
558
Sun Life Financial
Ontario, Canada
$5K -$2.12K -13 -29%
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
TFO
560
Tarbox Family Office
California
$5K – – –
CBT
561
Capital Bank & Trust
California
$5K +$4.4K +27 New
KFS
562
Kelly Financial Services
Massachusetts
$4.24K – – –
VCM
563
Versant Capital Management
Arizona
$4K -$1.63K -10 -27%
BCA
564
Berman Capital Advisors
Georgia
$4K – – –
WB
565
West Bancorporation
Iowa
$4K +$4.24K +26 New
WPA
566
West Paces Advisors
Georgia
$3.39K – – –
AF
567
Allworth Financial
California
$3K – – –
PO
568
Private Ocean
California
$3K – – –
RG
569
Retirement Group
California
$3K +$2.45K +15 New
PFPT
570
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K +$2.77K +17 New
SQA
571
Simon Quick Advisors
New Jersey
$3K +$2.77K +17 New
WQ
572
Wealth Quarterback
New Jersey
$2.46K +$2.45K +15 New
CTC
573
Central Trust Company
Missouri
$2K – – –
RIA
574
Realta Investment Advisors
Delaware
$2K – – –
SC
575
Sawyer & Company
Massachusetts
$2K – – –