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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1426
Diligent Investors
California
$610K +$1.77K +10 +0.3%
OCM
1427
One Capital Management
California
$609K +$68.6K +388 +12%
CWM
1428
Centric Wealth Management
Illinois
$608K -$119K -675 -15%
TIA
1429
Trust Investment Advisors
Indiana
$608K – – –
AC
1430
Avory & Company
Florida
$608K +$651K +3,683 New
BWM
1431
BerganKDV Wealth Management
Minnesota
$607K +$28.6K +162 +5%
NL
1432
NWAM LLC
Washington
$604K -$155K -876 -20%
MFP
1433
Meridian Financial Partners
Virginia
$604K +$62.7K +355 +12%
ANTB
1434
AMG National Trust Bank
Colorado
$603K -$139K -787 -19%
CIAS
1435
Capital Investment Advisory Services
North Carolina
$598K +$58.8K +333 +10%
ATPW
1436
Ashton Thomas Private Wealth
Arizona
$598K -$569K -3,222 -47%
KIC
1437
Kensington Investment Counsel
California
$597K +$639K +3,618 New
RA
1438
RFG Advisory
Alabama
$594K +$356K +2,015 +182%
CFA
1439
Cahill Financial Advisors
Minnesota
$593K +$94.4K +534 +17%
MSU
1440
Mizuho Securities USA
New York
$592K – – –
SWM
1441
Sculati Wealth Management
Michigan
$590K +$632K +3,575 New
MCWA
1442
Meadow Creek Wealth Advisors
Georgia
$588K -$162K -919 -21%
VIM
1443
VELA Investment Management
Ohio
$586K +$628K +3,552 New
BBI
1444
Baxter Bros Inc
Connecticut
$585K +$73K +413 +13%
FCBT
1445
First Citizens Bank & Trust
North Carolina
$584K +$143K +812 +30%
HIIFS
1446
Harel Insurance Investments & Financial Services
Israel
$583K +$236K +1,338 +61%
BWA
1447
Blodgett Wealth Advisors
California
$578K -$428K -2,425 -41%
FPCP
1448
Fort Point Capital Partners
California
$577K -$179K -1,015 -22%
RCA
1449
Roberts Capital Advisors
Colorado
$577K – – –
ST
1450
Smithfield Trust
Pennsylvania
$575K – – –
56 57
58
59 60