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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
726
Sonora Investment Management
Arizona
$23.8K – – –
CFA
727
Camarda Financial Advisors
Florida
$21K -$44.8K -575 -66%
AA
728
AlphaMark Advisors
Kentucky
$21K – – –
IPC
729
Independent Portfolio Consultants
Florida
$21K – – –
BL
730
Balentine LLC
Georgia
$21K +$3.12K +40 +16%
RFA
731
Reilly Financial Advisors
California
$21K +$7.96K +102 +53%
FHA
732
First Horizon Advisors
Tennessee
$20K -$2.81K -36 -11%
GWM
733
Geneos Wealth Management
Colorado
$20K +$9.52K +122 +72%
CYG
734
Clean Yield Group
Vermont
$20K +$22.1K +283 New
ATC
735
Adirondack Trust Company
New York
$19K +$16K +205 +342%
RWM
736
Raffa Wealth Management
District of Columbia
$19K – – –
RI
737
Redwood Investments
Massachusetts
$18K -$3.94M -50,518 -100%
MCM
738
Manchester Capital Management
Vermont
$18K – – –
LWM
739
LBA Wealth Management
Florida
$17K -$7.8K -100 -29%
TFO
740
Tarbox Family Office
California
$16K +$390 +5 +2%
ANBT
741
American National Bank & Trust
Texas
$15K – – –
PCM
742
Penserra Capital Management
California
$15K +$6.86K +88 +66%
WOC
743
West Oak Capital
California
$14.3K +$15.6K +200 New
WRM
744
Westport Resources Management
Connecticut
$14K -$54.6K -700 -78%
MA
745
MUFG Americas
New York
$14K -$18.1K -232 -53%
FPFS
746
First Personal Financial Services
North Carolina
$14K -$8.42K -108 -36%
ADL
747
Asset Dedication LLC
California
$14K -$2.42K -31 -14%
ST
748
Smithfield Trust
Pennsylvania
$14K – – –
VNA
749
Valley National Advisers
Pennsylvania
$14K – – –
LYV
750
Live Your Vision
Pennsylvania
$14K +$15.6K +200 New
28 29
30
31 32