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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1001
Riggs Asset Management
Pennsylvania
$23K – – –
EFSCE
1002
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$9.53K +83 +72%
ACS
1003
Archford Capital Strategies
Illinois
$23K +$26.1K +227 New
CAC
1004
Certified Advisory Corp
Florida
$22K – – –
MPWT
1005
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$13.1K +114 +168%
AWM
1006
Avior Wealth Management
Nebraska
$21K – – –
PA
1007
Perennial Advisors
New York
$21K +$4.25K +37 +26%
BC
1008
Bartlett & Co
Ohio
$21K +$5.97K +52 +41%
BCWM
1009
Bartlett & Co Wealth Management
Ohio
$20.9K +$20.7K +180 New
CHC
1010
City Holding Co
West Virginia
$20K – – –
MSFP
1011
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
WCM
1012
Whitener Capital Management
North Carolina
$20K +$2.3K +20 +13%
KTC
1013
Kistler-Tiffany Companies
Pennsylvania
$20K +$7.92K +69 +69%
TFA
1014
Toth Financial Advisory
Virginia
$19K +$18.4K +160 New
IUHSA
1015
Itau Unibanco Holding S.A.
Brazil
$18K -$155K -1,348 -90%
VCM
1016
Versant Capital Management
Arizona
$18K +$2.53K +22 +17%
AAP
1017
Arax Advisory Partners
Colorado
$18K +$12.5K +109 +232%
CGI
1018
CI Global Investments
California
$16K -$8.71M -75,840 -100%
ADL
1019
Asset Dedication LLC
California
$16K +$7.35K +64 +84%
LF
1020
Lee Financial
Texas
$16K +$15.6K +136 New
KF
1021
Krilogy Financial
Missouri
$15K -$5.74K -50 -29%
HL
1022
Harding Loevner
New Jersey
$15K – – –
PW
1023
Price Wealth
Texas
$14K – – –
RIM
1024
Ranger Investment Management
Texas
$14K – – –
GWS
1025
Glassman Wealth Services
Virginia
$14K +$3.44K +30 +33%
39 40
41
42 43