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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1501
Pekin Hardy Strauss
Illinois
$213K +$191K +1,135 New
MA
1502
Modus Advisors
Minnesota
$213K +$192K +1,139 New
TCPWM
1503
Traverso Chambers Private Wealth Management
California
$212K +$191K +1,133 New
CP
1504
Camelot Portfolios
Ohio
$211K +$190K +1,126 New
LBA
1505
Lowell Blake & Associates
Massachusetts
$211K +$190K +1,128 New
TSS
1506
Two Sigma Securities
New York
$209K -$418K -2,483 -69%
BWM
1507
Baystate Wealth Management
Massachusetts
$209K +$17.4K +103 +10%
WAP
1508
Wealthcare Advisory Partners
Pennsylvania
$209K +$121K +721 +182%
GA
1509
GFS Advisors
Texas
$209K +$188K +1,118 New
CIA
1510
Capital Investment Advisors
Georgia
$208K +$187K +1,108 New
KOMWMG
1511
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$206K +$185K +1,099 New
RGC
1512
Roberts, Glore & Co
Illinois
$206K +$186K +1,101 New
NWP
1513
Northstar Wealth Partners
Connecticut
$205K +$185K +1,095 New
BC
1514
Burney Company
Virginia
$204K -$127K -756 -41%
CFN
1515
Cordasco Financial Network
Florida
$204K +$130K +772 +242%
APW
1516
Austin Private Wealth
Texas
$204K +$183K +1,089 New
GW
1517
GW & Wade
Massachusetts
$203K +$183K +1,085 New
TC
1518
Truvestments Capital
Florida
$202K +$165K +977 +913%
SNBOSD
1519
Security National Bank of So Dak
Iowa
$202K +$182K +1,080 New
UCMOK
1520
United Capital Management of KS
Kansas
$202K +$182K +1,080 New
RCA
1521
Ranch Capital Advisors
Florida
$192K -$46.5K -276 -22%
GWM
1522
Geneos Wealth Management
Colorado
$192K -$23.9K -142 -12%
RA
1523
Rational Advisors
New York
$191K -$391K -2,320 -69%
PM
1524
Precept Management
Texas
$187K -$168K -1,000 -50%
PC
1525
Permanens Capital
New York
$183K -$130K -769 -44%
59 60
61
62 63