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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1201
Oxford Financial Group
Indiana
$849K – – –
TFGT
1202
TS Financial Group (TSFG)
Illinois
$849K +$657 +3 +0.1%
C
1203
Certuity
Florida
$847K +$320K +1,460 +76%
AFM
1204
Abbot Financial Management
Massachusetts
$844K +$14.7K +67 +2%
AWM
1205
Atticus Wealth Management
Florida
$844K +$355K +1,622 +93%
PA
1206
PFG Advisors
Arizona
$842K +$149K +680 +27%
PWP
1207
Principle Wealth Partners
Connecticut
$841K +$7.44K +34 +1%
SC
1208
Savant Capital
Illinois
$841K +$10.9K +50 +2%
CRWM
1209
Castle Rock Wealth Management
California
$837K +$345K +1,575 +92%
WWM
1210
WT Wealth Management
Arizona
$830K +$43.1K +197 +6%
ICM
1211
IMS Capital Management
Oregon
$829K – – –
RFO
1212
RiverGlades Family Offices
Florida
$826K +$5.47K +25 +0.8%
MRCM
1213
M&R Capital Management
New Jersey
$825K -$14.2K -65 -2%
KFI
1214
Key Financial Inc
Pennsylvania
$824K – – –
RWM
1215
Ritholtz Wealth Management
New York
$819K +$129K +590 +22%
PFT
1216
Providence First Trust
Arizona
$818K +$713K +3,256 New
SFPG
1217
Stonebridge Financial Planning Group
Florida
$815K +$2.19K +10 +0.3%
BSW
1218
Buckingham Strategic Wealth
Missouri
$811K +$58.7K +268 +9%
SVWAG
1219
Sound View Wealth Advisors Group
Georgia
$810K -$45.3K -207 -6%
DC
1220
Davenport & Co
Virginia
$808K -$1.19M -5,440 -63%
ST
1221
Smithfield Trust
Pennsylvania
$805K +$33.9K +155 +5%
SAS
1222
Stelac Advisory Services
New York
$805K +$235K +1,075 +51%
CFA
1223
Cahill Financial Advisors
Minnesota
$803K +$44.7K +204 +7%
AC
1224
Abbrea Capital
California
$800K +$62.4K +285 +10%
AWM
1225
Avitas Wealth Management
California
$799K +$27.8K +127 +4%
47 48
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