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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1401
One Capital Management
California
$293K -$332K -1,970 -56%
LWPC
1402
Legacy Wealth Partners (California)
California
$293K +$264K +1,565 New
PNC
1403
Park National Corp
Ohio
$292K -$30.5K -181 -10%
WB
1404
West Bancorporation
Iowa
$288K +$66.6K +395 +35%
PFA
1405
Pathway Financial Advisors
Vermont
$287K – – –
BDF
1406
Balasa Dinverno & Foltz
$286K -$4.04K -24 -2%
CWA
1407
Clarus Wealth Advisors
Arizona
$286K +$245K +1,455 New
RPWA
1408
Regent Peak Wealth Advisors
Georgia
$285K -$12.6K -75 -5%
SBL
1409
Sargent Bickham Lagudis
Colorado
$285K +$2.7K +16 +1%
SIM
1410
Sonora Investment Management
Arizona
$285K +$4.55K +27 +2%
CWM
1411
Centric Wealth Management
Illinois
$285K +$256K +1,521 New
NME
1412
Notis-McConarty Edward
$281K – – –
SAM
1413
Silvercrest Asset Management
New York
$281K +$253K +1,501 New
BWP
1414
BSW Wealth Partners
Colorado
$280K +$252K +1,494 New
NGA
1415
Naples Global Advisors
Florida
$276K – – –
GI
1416
Gradient Investments
Minnesota
$275K -$3.36M -19,967 -93%
PWAG
1417
Polaris Wealth Advisory Group
California
$275K -$36.7K -218 -13%
PEA
1418
Pacific Edge Advisors
California
$271K -$65.2K -387 -21%
JFA
1419
JNBA Financial Advisors
Minnesota
$271K +$21.7K +129 +10%
OC
1420
Oakworth Capital
Alabama
$270K +$2.7K +16 +1%
1W
1421
1776 Wealth
Georgia
$270K +$168K +995 +222%
FRM
1422
Fox Run Management
Connecticut
$269K +$242K +1,438 New
CA
1423
Capital Advantage
California
$268K – – –
SFSG
1424
Stearns Financial Services Group
North Carolina
$267K -$57.1K -339 -19%
BTW
1425
Boston Trust Walden
Massachusetts
$266K – – –
55 56
57
58 59