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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CGI
1076
CI Global Investments
California
$22K +$2.55K +20 +14%
BWM
1077
Baystate Wealth Management
Massachusetts
$21K +$6.38K +50 +53%
LF
1078
Lee Financial
Texas
$20K +$893 +7 +5%
GRP
1079
Global Retirement Partners
California
$20K +$12.5K +98 +196%
ADL
1080
Asset Dedication LLC
California
$19K – – –
GWS
1081
Glassman Wealth Services
Virginia
$19K +$2.17K +17 +14%
HL
1082
Harding Loevner
New Jersey
$18K – – –
KTC
1083
Kistler-Tiffany Companies
Pennsylvania
$17K -$5.49K -43 -25%
RIM
1084
Ranger Investment Management
Texas
$17K – – –
KJWM
1085
Kiley Juergens Wealth Management
Washington
$17K +$16.6K +130 New
LWA
1086
Lenox Wealth Advisors
New York
$16K +$12.5K +98 +445%
CWA
1087
Clarus Wealth Advisors
Arizona
$16K +$18K +141 New
AIM
1088
Arcadia Investment Management
Michigan
$15K – – –
MWM
1089
MinichMacGregor Wealth Management
New York
$15K – – –
CWM
1090
Cedar Wealth Management
California
$15K +$14.2K +111 New
AIM
1091
Advantage Investment Management
Iowa
$14K – – –
BRC
1092
Bell Rock Capital
Delaware
$14K – – –
CAL
1093
Capital Advisors Ltd
Ohio
$14K – – –
CCM
1094
Cribstone Capital Management
Maine
$14K – – –
NSB
1095
Norway Savings Bank
Maine
$14K – – –
PG
1096
Patten Group
Tennessee
$14K – – –
BCA
1097
Bay Colony Advisors
Massachusetts
$14K +$12.8K +100 New
MFW
1098
Mosaic Family Wealth
Missouri
$14K +$12.8K +100 New
SAM
1099
Shamrock Asset Management
Texas
$14K +$12.8K +100 New
IAS
1100
IMA Advisory Services
Colorado
$14K +$13K +102 New
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