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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFAM
676
Motley Fool Asset Management
Virginia
$793K +$783K +6,821 New
FMB
677
Field & Main Bank
Kentucky
$788K +$83.3K +725 +12%
SPC
678
Sigma Planning Corp
Michigan
$784K +$122K +1,059 +19%
SBH
679
Segall Bryant & Hamill
Illinois
$782K – – –
BRWA
680
B. Riley Wealth Advisors
Florida
$776K +$197K +1,718 +35%
CBOA
681
Commonwealth Bank of Australia
Australia
$762K -$56.7K -494 -7%
NFG
682
Next Financial Group
Texas
$761K +$144K +1,258 +24%
CCM
683
Compton Capital Management
Rhode Island
$760K +$26.4K +230 +4%
CB
684
Commerce Bank
Missouri
$758K +$13K +113 +2%
IR
685
Invictus RG
Bermuda
$752K +$742K +6,462 New
NFG
686
Nations Financial Group
Iowa
$744K -$11.5K -100 -2%
BS
687
Banco Santander
Spain
$744K +$735K +6,398 New
VR
688
Viridian RIA
Washington
$739K +$729K +6,351 New
TA
689
Townsend & Associates
Colorado
$735K -$87K -758 -11%
DP
690
Dearborn Partners
Illinois
$735K – – –
AFNAS
691
American Financial Network Advisory Services
California
$714K -$1.13M -9,851 -99%
PL
692
Plancorp LLC
Missouri
$713K +$703K +6,124 New
CRWM
693
Castle Rock Wealth Management
California
$709K +$31.8K +277 +5%
BWM
694
Bernicke Wealth Management
Wisconsin
$698K -$62.5K -544 -8%
TPWA
695
TRUE Private Wealth Advisors
Oregon
$696K -$11.5K -100 -2%
FCM
696
Ferox Capital Management
United Kingdom
$696K +$700K +6,100 New
SSWM
697
Sheets Smith Wealth Management
North Carolina
$694K -$19.8K -172 -3%
NL
698
NVWM LLC
Pennsylvania
$672K +$29.7K +259 +5%
GI
699
Gradient Investments
Minnesota
$672K +$107K +930 +19%
1WA
700
180 Wealth Advisors
Washington
$670K -$9.42K -82 -1%
26 27
28
29 30