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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Aldebaran Financial
$2.05M -$67.4K -393 -3%
BOS
752
Bingham Osborn & Scarborough
California
$2.04M -$277K -1,616 -10%
STA
753
Summit Trail Advisors
New York
$2.03M +$156K +911 +7%
BA
754
Birinyi Associates
Connecticut
$2.02M +$171K +1,000 +8%
CG
755
Colony Group
Massachusetts
$2.01M +$468K +2,729 +24%
WANY
756
Wealthspire Advisors (New York)
New York
$2.01M +$1.27M +7,429 +113%
HAS
757
HBW Advisory Services
California
$2M +$120K +702 +5%
KFP
758
KMG Fiduciary Partners
Ohio
$1.99M +$1.31M +7,651 +125%
PFPT
759
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.98M +$1.71M +9,985 +264%
TCOT
760
Trust Company of Toledo
Ohio
$1.97M +$363K +2,115 +18%
LSA
761
L & S Advisors
California
$1.94M +$1.36M +7,945 +143%
HBT
762
Hills Bank & Trust
Iowa
$1.94M +$453K +2,641 +24%
DA
763
Dillon & Associates
Michigan
$1.93M +$226K +1,320 +11%
MIAN
764
Mariner Independent Advisor Network
Kansas
$1.92M +$208K +1,214 +9%
DS
765
DRW Securities
Illinois
$1.91M +$2.28M +13,280 New
PJSIMP
766
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.91M +$75.4K +440 +3%
PGFC
767
Peapack-Gladstone Financial Corp
New Jersey
$1.9M +$382K +2,230 +20%
MCP
768
Mirador Capital Partners
California
$1.86M +$180K +1,052 +10%
WIA
769
Wealthstreet Investment Advisors
Texas
$1.86M -$170K -990 -7%
BCM
770
Boltwood Capital Management
California
$1.86M -$4.29K -25 -0.2%
HWM
771
Hohimer Wealth Management
Washington
$1.85M -$43.9K -256 -2%
WG
772
Winton Group
United Kingdom
$1.84M +$2.2M +12,815 New
NCGI
773
Next Century Growth Investors
Minnesota
$1.84M – – –
QT
774
Quantbot Technologies
New York
$1.83M +$2.18M +12,737 New
AAS
775
Avantax Advisory Services
Texas
$1.82M -$46.6K -272 -2%
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