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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
1226
TD Ameritrade Investment Management
Nebraska
$21K +$11.3K +82 +111%
ADL
1227
Asset Dedication LLC
California
$21K +$20.6K +150 New
ESB
1228
Essex Savings Bank
Connecticut
$21K +$21.3K +155 New
WAS
1229
WESPAC Advisors SoCal
California
$21K +$21.5K +156 New
GWS
1230
Glassman Wealth Services
Virginia
$20K +$1.1K +8 +6%
CIAS
1231
Capital Investment Advisory Services
North Carolina
$20K +$19.8K +144 New
MSA
1232
Marino Stram & Associates
Massachusetts
$19K -$9.9K -72 -34%
HL
1233
Harding Loevner
New Jersey
$18K – – –
M
1234
MOTCO
Texas
$18K +$3.58K +26 +25%
LPWM
1235
Lake Point Wealth Management
Texas
$18K +$17.6K +128 New
IIM
1236
Ipswich Investment Management
Massachusetts
$17K +$17.2K +125 New
AIM
1237
Arcadia Investment Management
Michigan
$15K – – –
PG
1238
Patten Group
Tennessee
$15K – – –
CFD
1239
Creative Financial Designs
Indiana
$15K +$4.13K +30 +38%
AIS
1240
AlphaOne Investment Services
Pennsylvania
$14K -$262K -1,905 -95%
MFBTD
1241
MB Financial Bank - Trust Department
Illinois
$14K -$27.8K -202 -67%
AAP
1242
Arax Advisory Partners
Colorado
$14K -$11.6K -84 -46%
CAL
1243
Capital Advisors Ltd
Ohio
$14K – – –
MFW
1244
Mosaic Family Wealth
Missouri
$14K – – –
LWM
1245
Liberty Wealth Management
California
$14K +$14.4K +105 New
HI
1246
Hudock Inc
Pennsylvania
$13K – – –
WC
1247
Westwind Capital
New Mexico
$13K – – –
HCM
1248
Hilton Capital Management
New York
$12K -$5.5K -40 -32%
MA
1249
MCF Advisors
Kentucky
$12K – – –
LFA
1250
Legacy Financial Advisors
Kentucky
$12K +$550 +4 +5%
48 49
50
51 52