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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1451
Sax Wealth Advisors
New Jersey
$810K – – –
FB
1452
First Bancorp
Maine
$809K +$757K +2,981 New
BBI
1453
Baxter Bros Inc
Connecticut
$808K +$757K +2,980 New
WCAMG
1454
Woodard & Company Asset Management Group
North Carolina
$807K +$756K +2,976 New
ST
1455
Smithfield Trust
Pennsylvania
$806K – – –
LWAC
1456
Laurel Wealth Advisors (California)
California
$803K -$51K -201 -6%
SWP
1457
Strategic Wealth Partners
Ohio
$800K +$344K +1,354 +85%
WPW
1458
Warther Private Wealth
Ohio
$795K +$49.3K +194 +7%
DBRC
1459
D.B. Root & Company
Pennsylvania
$794K +$199K +785 +37%
SC
1460
Solstein Capital
California
$794K +$444K +1,750 +149%
FHC
1461
First Heartland Consultants
Missouri
$792K -$145K -571 -16%
TIAM2
1462
Tru Independence Asset Management 2
Oregon
$792K +$336K +1,324 +83%
PCP
1463
Proficio Capital Partners
Massachusetts
$791K +$45.2K +178 +6%
GT
1464
Glenview Trust
Kentucky
$790K – – –
NP
1465
NorthRock Partners
Minnesota
$790K +$191K +753 +36%
MW
1466
Marcum Wealth
Ohio
$789K +$79.5K +313 +12%
HH
1467
Hilltop Holdings
Texas
$786K -$69.8K -275 -9%
PIM
1468
Parker Investment Management
California
$785K -$114K -448 -13%
CIC
1469
Carnegie Investment Counsel
Ohio
$783K +$32K +126 +5%
OIM
1470
Oder Investment Management
California
$782K +$4.57K +18 +0.6%
PMA
1471
Prudent Man Advisors
Illinois
$778K -$7.11K -28 -1%
OAM
1472
Occidental Asset Management
California
$778K +$206K +812 +39%
RMDI
1473
R.M. Davis Inc
Maine
$776K +$5.33K +21 +0.7%
SAM
1474
Stansberry Asset Management
Texas
$776K +$726K +2,860 New
SAM
1475
Silvercrest Asset Management
New York
$775K +$231K +908 +47%
57 58
59
60 61