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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
876
Partnervest Advisory Services
California
$321K -$8.93K -70 -3%
CAS
877
Cue Advisory Services
Arizona
$321K -$4.34K -34 -1%
NWS
878
Newport Wealth Strategies
California
$320K +$45K +353 +18%
RWP
879
RWA Wealth Partners
Massachusetts
$320K +$220K +1,726 +278%
SS
880
Sunbelt Securities
Texas
$318K +$65.3K +512 +28%
ALIONA
881
Allianz Life Insurance of North America
Minnesota
$317K +$18.9K +148 +7%
WPP
882
Whalerock Point Partners
Rhode Island
$316K -$198K -1,550 -40%
LOAMS
883
Lombard Odier Asset Management (Switzerland)
Switzerland
$310K -$60.6K -475 -17%
BHB
884
Bank Hapoalim BM
Israel
$309K +$289K +2,267 New
ACI
885
Alpha Cubed Investments
California
$308K -$6.38K -50 -2%
RCAG
886
Rehmann Capital Advisory Group
Michigan
$306K +$6.76K +53 +2%
EA
887
Emerald Advisers
Pennsylvania
$304K -$33.3K -261 -10%
MCM
888
Maryland Capital Management
Maryland
$304K +$49.4K +387 +21%
CAN
889
Claraphi Advisory Network
United States
$303K -$10.7K -84 -4%
HT
890
Heritage Trust
Oklahoma
$303K – – –
OMC
891
Old Mission Capital
Illinois
$300K +$280K +2,198 New
PT
892
Plimoth Trust
Massachusetts
$298K +$33.8K +265 +14%
SP
893
SWS Partners
Ohio
$298K +$277K +2,172 +14,480%
WCA
894
Westover Capital Advisors
Delaware
$295K -$9.44K -74 -3%
BBP
895
Banco BTG Pactual
Brazil
$295K – – –
PTC
896
Private Trust Company
Ohio
$290K +$37.3K +292 +16%
RC
897
Roundview Capital
New Jersey
$289K +$270K +2,120 New
DDC
898
DF Dent & Co
Maryland
$287K – – –
OWD
899
Osborn Williams & Donohoe
Ohio
$286K – – –
FHC
900
First Heartland Consultants
Missouri
$284K +$266K +2,085 New
34 35
36
37 38