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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1301
Tranquility Partners
Tennessee
$941K +$9.22K +40 +1%
SCM
1302
Southport Capital Management
Tennessee
$933K +$88.5K +384 +11%
SC
1303
Savant Capital
Illinois
$931K +$31.6K +137 +4%
ESB
1304
Essex Savings Bank
Connecticut
$926K +$28.8K +125 +3%
SS
1305
Simplicity Solutions
Minnesota
$925K +$149K +645 +21%
PP
1306
Professional Planning
California
$923K -$73.1K -317 -8%
SSWM
1307
Smith Salley Wealth Management
North Carolina
$922K +$366K +1,586 +72%
AWA
1308
Aaron Wealth Advisors
Illinois
$915K -$10.1K -44 -1%
FFG
1309
Fortem Financial Group
California
$914K -$23K -100 -3%
BSW
1310
Buckingham Strategic Wealth
Missouri
$914K +$34.1K +148 +4%
RIA
1311
Realta Investment Advisors
Delaware
$913K +$79.7K +346 +10%
FAIM
1312
Financial Advocates Investment Management
Washington
$910K -$143K -619 -14%
EWA
1313
Encompass Wealth Advisors
Oregon
$910K – – –
MFG
1314
Merit Financial Group
Georgia
$910K +$20.3K +88 +2%
CRI
1315
Colonial River Investments
Virginia
$900K +$15K +65 +2%
CAC
1316
Cowen and Company
New York
$900K +$849K +3,684 New
HA
1317
Harfst & Associates
Wyoming
$897K -$92.6K -402 -10%
FPCP
1318
Fort Point Capital Partners
California
$897K +$5.07K +22 +0.6%
LJAC
1319
L.J. Altfest & Co
New York
$897K +$206K +895 +32%
LCM
1320
Landscape Capital Management
New Jersey
$897K +$846K +3,672 New
WMA
1321
Wealth Management Associates
New Jersey
$896K -$71.4K -310 -8%
MFA
1322
Mayflower Financial Advisors
Massachusetts
$894K +$119K +515 +16%
SWA
1323
Stratos Wealth Advisors
Ohio
$894K +$222K +963 +36%
LB
1324
Leo Brokerage
Texas
$893K -$19.8K -86 -2%
CCIA
1325
Campbell & Co Investment Adviser
Maryland
$892K +$841K +3,650 New
51 52
53
54 55