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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
1226
Western Financial Corp
California
$956K +$113K +508 +13%
ACM
1227
Allred Capital Management
Texas
$955K +$118K +531 +13%
CWM
1228
Centric Wealth Management
Illinois
$952K +$376K +1,690 +60%
RC
1229
Rinet Company
Massachusetts
$952K +$1M +4,492 New
MAFM
1230
Mid Atlantic Financial Management
Pennsylvania
$951K -$266K -1,195 -21%
PIA
1231
Perennial Investment Advisors
California
$950K +$63.2K +284 +7%
GWM
1232
Geneos Wealth Management
Colorado
$943K -$5.34K -24 -0.6%
RG
1233
Rathbones Group
United Kingdom
$942K -$65.5M -294,188 -99%
CBTWT
1234
Community Bank & Trust (Waco, Texas)
Texas
$941K +$33.2K +149 +3%
ANB
1235
Amarillo National Bank
Texas
$935K – – –
AIM
1236
Aigen Investment Management
New York
$927K -$4.16M -18,671 -81%
CAN
1237
Claraphi Advisory Network
United States
$927K -$20.7K -93 -2%
QCM
1238
Quest Capital Management
Texas
$924K -$82.6K -371 -8%
AWP
1239
Accretive Wealth Partners
New Jersey
$921K +$968K +4,347 New
FAIM
1240
Financial Advocates Investment Management
Washington
$920K +$75.9K +341 +9%
MMA
1241
Miracle Mile Advisors
California
$917K -$670K -3,008 -41%
DA
1242
DSC Advisors
Illinois
$914K +$135K +608 +16%
SIG
1243
Sargent Investment Group
Maryland
$911K – – –
RWM
1244
Ritholtz Wealth Management
New York
$911K +$51.6K +232 +6%
EW
1245
Evoke Wealth
California
$911K +$355K +1,593 +59%
WFG
1246
Wills Financial Group
Virginia
$909K +$337K +1,512 +54%
ANTB
1247
AMG National Trust Bank
Colorado
$908K +$44.1K +198 +5%
W
1248
WealthStone
Ohio
$907K -$14.7K -66 -2%
MFW
1249
Meristem Family Wealth
Minnesota
$906K – – –
ACP
1250
Ashfield Capital Partners
California
$902K +$507K +2,278 +115%
48 49
50
51 52