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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
676
Frontier Wealth Management
Missouri
$2.1M +$48.5K +313 +2%
AFC
677
AFT Forsyth & Company
Florida
$2.1M +$143K +925 +8%
SNT
678
Security National Trust
West Virginia
$2.09M +$319K +2,060 +19%
WAOTB
679
Wealth Advisors of Tampa Bay
Florida
$2.08M +$5.42K +35 +0.3%
EBT
680
Enterprise Bank & Trust
Massachusetts
$2.08M +$2.03M +13,105 New
UBPAM
681
Union Bancaire Privee Asset Management
New York
$2.07M – – –
HFS
682
HL Financial Services
Kentucky
$2.07M +$819K +5,286 +68%
CAN
683
Cetera Advisor Networks
California
$2.07M +$532K +3,430 +36%
FFWA
684
FRG Family Wealth Advisors
Washington
$2.05M +$142K +915 +8%
CC
685
ClearArc Capital
Ohio
$2.03M -$51.3K -331 -3%
SC
686
Slow Capital
California
$2.03M -$17.4K -112 -0.9%
BCM
687
Boltwood Capital Management
California
$2.02M +$2.94K +19 +0.1%
DWA
688
Douglass Winthrop Advisors
New York
$2.02M -$930 -6 -0%
JWM
689
Jackson Wealth Management
Florida
$2.01M +$47K +303 +2%
TCOT
690
Trust Company of Toledo
Ohio
$2M +$42.6K +275 +2%
GCA
691
Genesee Capital Advisors
New York
$2M +$123K +794 +7%
PJSIMP
692
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2M -$46.3K -299 -2%
FAAS
693
First Allied Advisory Services
California
$1.99M +$159K +1,024 +9%
SWP
694
Stratos Wealth Partners
Ohio
$1.99M +$1.11M +7,173 +133%
FNT
695
First National Trust
Pennsylvania
$1.99M +$1.95M +12,574 New
IRF
696
IBM Retirement Fund
New York
$1.98M +$32.4K +209 +2%
LWS
697
Lucia Wealth Services
California
$1.98M +$126K +811 +7%
TSWM
698
Triangle Securities Wealth Management
North Carolina
$1.96M +$8.06K +52 +0.4%
SSI
699
Scott & Selber Inc
Texas
$1.94M +$1.9M +12,254 New
AF
700
Aldebaran Financial
$1.94M -$23.3K -150 -1%
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