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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
726
Bernicke Wealth Management
Wisconsin
$1.02M +$41.3K +278 +5%
FT
727
Fiduciary Trust
Massachusetts
$998K +$7.42K +50 +0.8%
SWP
728
Stratos Wealth Partners
Ohio
$994K +$196K +1,320 +27%
CCA
729
Checchi Capital Advisers
California
$991K +$63.7K +429 +7%
SSWM
730
Sheets Smith Wealth Management
North Carolina
$990K +$20K +135 +2%
FDCDDQ
731
Federation des caisses Desjardins du Quebec
Quebec, Canada
$990K +$47.8K +322 +5%
CCM
732
Compton Capital Management
Rhode Island
$983K -$14.8K -100 -2%
CHCM
733
Columbus Hill Capital Management
New Jersey
$980K -$25.3M -170,200 -97%
FCM
734
Ferox Capital Management
United Kingdom
$974K – – –
NL
735
NVWM LLC
Pennsylvania
$971K +$7.72K +52 +0.9%
CA
736
Cetera Advisors
Colorado
$967K +$307K +2,066 +52%
JDR
737
Jay D. Rosenbaum
$957K -$133K -895 -13%
CM
738
Caption Management
Oklahoma
$954K +$890K +6,000 New
SBH
739
Segall Bryant & Hamill
Illinois
$951K +$37.4K +252 +4%
CBT
740
Capital Bank & Trust
California
$950K -$51.9K -350 -6%
CANY
741
Caxton Associates (New York)
New York
$944K +$428K +2,887 +95%
PMG
742
ProVise Management Group
Florida
$940K -$37.1K -250 -4%
EDRH
743
Edmond de Rothschild Holding
Switzerland
$926K +$458K +3,085 +113%
IHL
744
Investment House LLC
California
$915K +$111K +750 +15%
AFNAS
745
American Financial Network Advisory Services
California
$914K +$840K +5,662 +6,584%
1WA
746
180 Wealth Advisors
Washington
$896K +$15.3K +103 +2%
OLA
747
Oliver Luxxe Assets
New Jersey
$894K -$767K -5,170 -47%
DP
748
Dearborn Partners
Illinois
$894K – – –
LFAS
749
Level Four Advisory Services
Texas
$889K -$1.39M -9,369 -63%
DA
750
DSC Advisors
Illinois
$889K +$22.1K +149 +3%
28 29
30
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