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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1051
Okabena Investment Services
Minnesota
$671K -$560K -3,269 -41%
CIAS
1052
Capital Investment Advisory Services
North Carolina
$667K +$794K +4,631 New
DTL
1053
Dynamic Technology Lab
Singapore
$665K +$792K +4,620 New
FBT
1054
First Bank & Trust
South Dakota
$664K -$25.4K -148 -3%
IRAG
1055
Investment Research & Advisory Group
Georgia
$661K +$654K +3,815 +494%
FCA
1056
FinTrust Capital Advisors
South Carolina
$657K -$53.5K -312 -6%
WEC
1057
Winslow Evans & Crocker
Massachusetts
$654K -$217K -1,264 -22%
QPWM
1058
Quadrant Private Wealth Management
Pennsylvania
$654K +$779K +4,544 New
PAS
1059
Partnervest Advisory Services
California
$653K +$150K +874 +24%
WAS
1060
WESPAC Advisors SoCal
California
$652K -$56.1K -327 -8%
BWM
1061
Buckley Wealth Management
Nevada
$648K -$72.9K -425 -9%
SBIA
1062
Sheaff Brock Investment Advisors
Indiana
$648K +$25.7K +150 +3%
CF
1063
Centaurus Financial
California
$646K -$92.8K -541 -11%
EWM
1064
EPG Wealth Management
Georgia
$646K -$38.6K -225 -5%
ECG
1065
EPIQ Capital Group
California
$645K +$117K +684 +18%
BCM
1066
Bienville Capital Management
New York
$645K +$214K +1,248 +39%
MA
1067
MUFG Americas
New York
$642K +$660K +3,851 +637%
WCA
1068
Westover Capital Advisors
Delaware
$638K -$22.3K -130 -3%
AIA
1069
Avalon Investment & Advisory
Texas
$636K +$265K +1,546 +54%
ANB
1070
Amarillo National Bank
Texas
$635K – – –
WF
1071
Welch & Forbes
Massachusetts
$634K -$11.3K -66 -1%
QCM
1072
Quest Capital Management
Texas
$629K +$140K +815 +23%
WMA
1073
Wealth Management Associates
New Jersey
$620K -$20.1K -117 -3%
SRC
1074
Sage Rhino Capital
California
$620K +$16.5K +96 +2%
LB
1075
Legacy Bridge
Iowa
$619K -$160K -935 -18%
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