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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1501
S&CO Inc
Massachusetts
$709K – – –
PFM
1502
Parsec Financial Management
North Carolina
$709K +$581K +2,289 New
CF
1503
Copperwynd Financial
Arizona
$708K +$71.4K +281 +12%
HJMC
1504
Hellman Jordan Management Company
Massachusetts
$703K +$130K +510 +24%
JC
1505
JB Capital
Connecticut
$703K +$658K +2,591 New
PNC
1506
Park National Corp
Ohio
$702K -$8.89K -35 -1%
GA
1507
Geller Advisors
New York
$699K +$105K +415 +19%
IGGA
1508
Iron Gate Global Advisors
Utah
$695K -$3.05K -12 -0.5%
QI
1509
Qtron Investments
Massachusetts
$694K +$196K +773 +43%
CIAS
1510
Capital Investment Advisory Services
North Carolina
$682K -$153K -602 -19%
CFG
1511
Cooper Financial Group
California
$679K +$33.5K +132 +6%
GWM
1512
Greenwich Wealth Management
Connecticut
$678K +$409K +1,612 +182%
TA
1513
TFG Advisers
Michigan
$672K +$23.6K +93 +4%
CCM
1514
CAAS Capital Management
New York
$672K +$629K +2,476 New
CAGAS
1515
Capital Advisory Group Advisory Services
Minnesota
$669K +$42.4K +167 +7%
KFI
1516
Key Financial Inc
Pennsylvania
$668K +$2.79K +11 +0.4%
GRP
1517
Global Retirement Partners
California
$667K +$3.81K +15 +0.6%
WWM
1518
Windsor Wealth Management
Indiana
$667K +$27.2K +107 +5%
SCA
1519
Stonebridge Capital Advisors
Minnesota
$664K +$550K +2,165 +765%
CA
1520
Calton & Associates
Florida
$663K -$42.2K -166 -6%
CA
1521
Crumly & Associates
Illinois
$660K -$37.6K -148 -6%
XF
1522
XML Financial
Maryland
$658K +$146K +575 +31%
SCG
1523
Sonata Capital Group
Washington
$656K -$233K -916 -27%
FFC
1524
First Financial Corp
Indiana
$656K -$7.37K -29 -1%
SCA
1525
Sassicaia Capital Advisers
New York
$651K +$609K +2,400 New
59 60
61
62 63