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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1476
Roberts Capital Advisors
Colorado
$742K – – –
LCS
1477
Levin Capital Strategies
New York
$742K +$323K +1,500 +75%
MTWM
1478
Masso Torrence Wealth Management
New Jersey
$741K +$30.3K +141 +4%
WTA
1479
Washington Trust Advisors
Massachusetts
$741K +$123K +570 +20%
WA
1480
WP Advisors
California
$740K +$91.7K +426 +14%
CIC
1481
Carnegie Investment Counsel
Ohio
$739K +$10.5K +49 +1%
ST
1482
Smithfield Trust
Pennsylvania
$738K +$101K +469 +16%
CAN
1483
Claraphi Advisory Network
United States
$737K +$3.01K +14 +0.4%
OWA
1484
Octavia Wealth Advisors
Ohio
$732K -$48K -223 -6%
CP
1485
Castleview Partners
Texas
$732K +$743K +3,452 New
LAS
1486
LWM Advisory Services
Florida
$729K +$78.1K +363 +12%
IIM
1487
Ipswich Investment Management
Massachusetts
$724K -$738K -3,428 -50%
FPF
1488
First Pacific Financial
Washington
$722K +$41.3K +192 +6%
LSA
1489
L & S Advisors
California
$715K -$1.23M -5,728 -63%
CP
1490
Camelot Portfolios
Ohio
$712K +$123K +573 +21%
RWA
1491
Ropes Wealth Advisors
Massachusetts
$710K -$4.52K -21 -0.6%
LB
1492
Leo Brokerage
Texas
$710K +$719K +3,341 New
1CP
1493
17 Capital Partners
Arizona
$709K +$1.08K +5 +0.1%
GTAM
1494
Global Trust Asset Management
Florida
$708K -$28.2K -131 -4%
CFG
1495
Citizens Financial Group
Rhode Island
$707K +$142K +662 +25%
MA
1496
Montag & Associates
Georgia
$706K -$209K -969 -23%
RG
1497
Rathbones Group
United Kingdom
$704K -$218K -1,012 -23%
HH
1498
Hilltop Holdings
Texas
$701K -$152K -706 -18%
OCM
1499
One Capital Management
California
$701K -$131K -610 -16%
BAAM
1500
Baker Avenue Asset Management
California
$701K -$6.67K -31 -0.9%
58 59
60
61 62