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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
676
Pekin Hardy Strauss
Illinois
$765K +$331 +2 +0%
FA
677
FC Advisory
Pennsylvania
$764K – – –
CFA
678
CWS Financial Advisors
Michigan
$764K +$9.78K +59 +1%
WB
679
Webster Bank
Connecticut
$763K – – –
WGCA
680
Wolf Group Capital Advisors
Virginia
$755K +$2.82K +17 +0.4%
SCM
681
Stevens Capital Management
Pennsylvania
$748K +$510K +3,080 +189%
MWA
682
Meridian Wealth Advisors
Texas
$741K +$63K +380 +9%
SA
683
Sicart Associates
New York
$736K +$4.14K +25 +0.5%
FLPIM
684
F.L. Putnam Investment Management
Massachusetts
$731K +$54.5K +329 +8%
CPWA
685
Cerro Pacific Wealth Advisors
California
$730K +$761K +4,591 New
PCM
686
Parsons Capital Management
Rhode Island
$723K -$19.9K -120 -3%
IWM
687
IHT Wealth Management
Illinois
$723K +$535K +3,227 +244%
RIM
688
Regent Investment Management
Kentucky
$720K – – –
LOAMS
689
Lombard Odier Asset Management (Switzerland)
Switzerland
$719K +$749K +4,521 New
BC
690
Bridgefront Capital
Texas
$716K -$990K -5,971 -57%
BIM
691
Baldwin Investment Management
Pennsylvania
$711K +$742K +4,475 New
HPC
692
HM Payson & Co
Maine
$710K -$93.1K -562 -11%
OWP
693
Obermeyer Wealth Partners
Colorado
$710K – – –
ECM
694
Evergreen Capital Management
Washington
$710K +$8.78K +53 +1%
SIM
695
Sentry Investment Management
Wisconsin
$704K – – –
PAS
696
Park Avenue Securities
New York
$704K +$77.9K +470 +12%
HVIA
697
Hudson Valley Investment Advisors
New York
$692K -$64.6K -390 -8%
TC
698
TownSquare Capital
Utah
$692K +$104K +627 +17%
CG
699
Caprock Group
Idaho
$689K -$8.29K -50 -1%
RZH
700
Relyea Zuckerberg Hanson
Connecticut
$681K -$40.4K -244 -5%
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