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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
976
Camelot Portfolios
Ohio
$567K -$225K -1,449 -29%
PAS
977
Partnervest Advisory Services
California
$566K -$6.04K -39 -1%
IR
978
Invictus RG
Bermuda
$557K +$545K +3,518 New
PGFC
979
Peapack-Gladstone Financial Corp
New Jersey
$555K +$15.5K +100 +3%
APP
980
Avantax Planning Partners
Iowa
$551K +$148K +955 +38%
EWA
981
Exencial Wealth Advisors
Oklahoma
$547K +$43.4K +280 +9%
PAS
982
Park Avenue Securities
New York
$546K +$52.7K +340 +11%
CCM
983
Coldstream Capital Management
Washington
$544K +$94.2K +608 +22%
BCM
984
Bluefin Capital Management
New York
$542K +$531K +3,424 New
FPA
985
First Pacific Advisors
California
$538K – – –
OIA
986
Optimum Investment Advisors
Illinois
$538K +$262K +1,690 +99%
WA
987
WESPAC Advisors
California
$534K +$81.8K +528 +18%
PWMG
988
Prestige Wealth Management Group
New Jersey
$532K -$153K -985 -23%
AL
989
Aspiriant LLC
California
$532K +$79K +510 +18%
IWM
990
IHT Wealth Management
Illinois
$532K +$188K +1,213 +56%
BCA
991
Berman Capital Advisors
Georgia
$517K +$40.5K +261 +9%
LWAC
992
Laurel Wealth Advisors (California)
California
$516K +$24.2K +156 +5%
CAW
993
Cornerstone Advisors (Washington)
Washington
$513K +$29.4K +190 +6%
RFO
994
RiverGlades Family Offices
Florida
$511K +$500K +3,225 New
BSW
995
Buckingham Strategic Wealth
Missouri
$510K +$27.6K +178 +6%
AFM
996
Andesa Financial Management
Pennsylvania
$510K +$269K +1,734 +116%
CFA
997
Cahill Financial Advisors
Minnesota
$507K -$23.3K -150 -4%
CPIA
998
Cornell Pochily Investment Advisors
New York
$506K -$34.1K -220 -6%
AB
999
Atlas Brown
Kentucky
$502K -$96.9K -625 -16%
ST
1000
Smithfield Trust
Pennsylvania
$502K +$17.8K +115 +4%
38 39
40
41 42