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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1076
Trust Investment Advisors
Indiana
$407K -$3.04K -20 -0.7%
BDS
1077
Banco de Sabadell
Florida
$404K -$228K -1,500 -36%
ATFA
1078
All Terrain Financial Advisors
Minnesota
$404K +$33.4K +220 +9%
CA
1079
Clearstead Advisors
Ohio
$403K +$29.8K +196 +8%
AIC
1080
Argus Investors Counsel
New York
$402K -$9.12K -60 -2%
AC
1081
Abbrea Capital
California
$402K +$46.4K +305 +13%
LFAS
1082
Level Four Advisory Services
Texas
$399K -$8.81K -58 -2%
SBSB
1083
Sullivan, Bruyette, Speros & Blaney
Virginia
$390K -$7.6K -50 -2%
PL
1084
Plancorp LLC
Missouri
$390K +$33.6K +221 +9%
HPWM
1085
Highland Private Wealth Management
Washington
$383K +$11.1K +73 +3%
AIA
1086
Avalon Investment & Advisory
Texas
$383K +$49.8K +328 +15%
SWM
1087
Segment Wealth Management
Texas
$382K +$41.6K +274 +12%
GLI
1088
Guardian Life Insurance
New York
$381K +$54.7K +360 +16%
HWA
1089
HCR Wealth Advisors
California
$380K – – –
FFG
1090
Fortem Financial Group
California
$379K -$38K -250 -9%
IWC
1091
Integrated Wealth Concepts
Massachusetts
$378K -$17.8K -117 -4%
BOPW
1092
Brandywine Oak Private Wealth
Pennsylvania
$378K +$45.3K +298 +13%
FC
1093
Ferris Capital
Massachusetts
$374K – – –
MWP
1094
MYCIO Wealth Partners
Pennsylvania
$372K -$49.5K -326 -12%
GSWM
1095
Golden State Wealth Management
California
$372K -$23.7K -156 -6%
LSAG
1096
Lake Street Advisors Group
New Hampshire
$371K +$32.4K +213 +9%
CDH
1097
Charles D. Hyman
$368K -$76K -500 -17%
SVCP
1098
Silicon Valley Capital Partners
California
$368K +$125K +821 +49%
VSWA
1099
Vontobel Swiss Wealth Advisors
Switzerland
$366K -$57.3K -377 -13%
BCM
1100
BTC Capital Management
Iowa
$365K -$5.01K -33 -1%
42 43
44
45 46