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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1476
Intrua Financial
Texas
$443K -$327K -1,927 -38%
RGC
1477
Roberts, Glore & Co
Illinois
$443K +$42.7K +252 +9%
HT
1478
HighTower Trust
Texas
$441K +$16.6K +98 +3%
SAG
1479
Spotlight Asset Group
Illinois
$440K +$466K +2,748 New
BL
1480
Balentine LLC
Georgia
$439K -$395K -2,329 -43%
LAI
1481
Legal Advantage Investments
California
$439K +$178K +1,050 +53%
PA
1482
Probity Advisors
Texas
$437K +$3.39K +20 +0.7%
SWA
1483
Stratos Wealth Advisors
Ohio
$435K +$47.5K +280 +10%
ACM
1484
Allred Capital Management
Texas
$434K +$2.71K +16 +0.5%
BDF
1485
Balasa Dinverno & Foltz
$433K -$59.3K -350 -10%
SWA
1486
Sax Wealth Advisors
New Jersey
$433K – – –
SIMG
1487
Sonora Investment Management Group
Arizona
$433K – – –
SCG
1488
Sonata Capital Group
Washington
$433K +$50.9K +300 +11%
BCM
1489
Bluefin Capital Management
New York
$432K +$509K +3,000 New
MG
1490
Mather Group
Illinois
$431K -$61K -360 -11%
RWP
1491
RWA Wealth Partners
Massachusetts
$430K +$36.1K +213 +8%
B
1492
Bellecapital
Switzerland
$429K +$61.6K +363 +14%
DF
1493
Donoghue Forlines
Massachusetts
$428K +$505K +2,977 New
PWPS
1494
Pinnacle Wealth Planning Services
Ohio
$426K -$592K -3,490 -54%
SIM
1495
Studio Investment Management
Illinois
$425K +$152K +898 +44%
PIA
1496
Perennial Investment Advisors
California
$425K -$299K -1,764 -37%
CP
1497
Castleview Partners
Texas
$423K +$463K +2,731 +1,313%
DWM
1498
Drive Wealth Management
Utah
$421K -$80.4K -474 -14%
SC
1499
Solstein Capital
California
$420K – – –
VWM
1500
Venturi Wealth Management
Texas
$419K +$211K +1,242 +74%
58 59
60
61 62