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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1351
Newman Dignan & Sheerar Inc
Rhode Island
$619K -$10.2K -60 -1%
WAS
1352
WESPAC Advisors SoCal
California
$614K -$18.7K -110 -3%
DA
1353
DSC Advisors
Illinois
$613K +$243K +1,436 +51%
EHWM
1354
Eads & Heald Wealth Management
Georgia
$613K +$376K +2,217 +108%
ESB
1355
Essex Savings Bank
Connecticut
$611K +$1.36K +8 +0.2%
VIM
1356
VELA Investment Management
Ohio
$611K +$119K +699 +20%
CL
1357
CPWM LLC
Washington
$610K -$83.8K -494 -10%
JE
1358
JMAC Enterprises
Pennsylvania
$608K -$4.07K -24 -0.6%
HSA
1359
HBK Sorce Advisory
Pennsylvania
$607K +$321K +1,892 +81%
GAG
1360
GM Advisory Group
New York
$605K -$84.8K -500 -11%
AWA
1361
Aaron Wealth Advisors
Illinois
$603K -$1.66M -9,772 -70%
MCCP
1362
Mission Creek Capital Partners
California
$602K +$73.6K +434 +12%
AC
1363
Avestar Capital
New York
$600K -$325K -1,915 -31%
BCPWM
1364
Bradley & Co Private Wealth Management
Florida
$596K – – –
BBI
1365
Baxter Bros Inc
Connecticut
$596K +$102K +599 +17%
PL
1366
Plancorp LLC
Missouri
$595K -$15.8K -93 -2%
MTWM
1367
Masso Torrence Wealth Management
New Jersey
$592K +$63.1K +372 +10%
OWA
1368
Octavia Wealth Advisors
Ohio
$590K +$8.99K +53 +1%
CWA
1369
Consilium Wealth Advisory
Texas
$590K +$136K +803 +24%
HIP
1370
HUB Investment Partners
Texas
$590K +$695K +4,099 New
QCG
1371
Quadrant Capital Group
Ohio
$586K -$319K -1,879 -32%
MTC
1372
McDaniel Terry & Co
Texas
$586K -$89.2K -526 -11%
TPA
1373
Trivium Point Advisory
Connecticut
$583K -$25.6K -151 -4%
GDP
1374
Great Diamond Partners
Maine
$583K -$20.2K -119 -3%
FCA
1375
FLC Capital Advisors
California
$582K -$84.6K -499 -11%
53 54
55
56 57