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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1001
Argus Investors Counsel
New York
$420K -$2.66K -17 -0.6%
RWA
1002
Ropes Wealth Advisors
Massachusetts
$420K +$2.82K +18 +0.7%
TIA
1003
Trust Investment Advisors
Indiana
$419K +$433K +2,760 New
CCM
1004
Coldstream Capital Management
Washington
$418K -$106K -679 -20%
GT
1005
Glenview Trust
Kentucky
$418K -$3.13K -20 -0.7%
LFAS
1006
Level Four Advisory Services
Texas
$417K +$51.7K +330 +14%
MA
1007
Mutual Advisors
Nebraska
$416K +$70.5K +450 +20%
FAIM
1008
Financial Advocates Investment Management
Washington
$412K -$27.1K -173 -6%
FANJ
1009
Financial Architects (New Jersey)
New Jersey
$410K +$92.5K +590 +28%
PCM
1010
Palisade Capital Management
New Jersey
$410K +$162K +1,033 +62%
ER
1011
Enlightenment Research
Florida
$409K +$423K +2,700 New
CCA
1012
Cobblestone Capital Advisors
New York
$407K – – –
IWC
1013
Integrated Wealth Concepts
Massachusetts
$406K +$95.9K +612 +30%
SBSB
1014
Sullivan, Bruyette, Speros & Blaney
Virginia
$406K +$137K +873 +48%
MFG
1015
Merit Financial Group
Georgia
$405K +$7.37K +47 +2%
LWAC
1016
Laurel Wealth Advisors (California)
California
$404K -$92.6K -591 -18%
ACI
1017
Alpha Cubed Investments
California
$404K +$14.1K +90 +3%
GSWM
1018
Golden State Wealth Management
California
$404K +$65K +415 +18%
AFM
1019
Abbot Financial Management
Massachusetts
$401K +$132K +841 +47%
NC
1020
NewSquare Capital
Pennsylvania
$401K +$165K +1,050 +66%
KTC
1021
Kistler-Tiffany Companies
Pennsylvania
$399K +$70.4K +449 +21%
HCM
1022
Highlander Capital Management
New Jersey
$394K +$31.3K +200 +8%
NSB
1023
Norway Savings Bank
Maine
$392K -$3.92K -25 -1%
CWAG
1024
Compton Wealth Advisory Group
Virginia
$389K – – –
HWA
1025
HCR Wealth Advisors
California
$388K -$1.07M -6,841 -73%
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