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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1501
Fortem Financial Group
California
$836K – – –
SHWM
1502
Silicon Hills Wealth Management
Texas
$836K +$282K +1,005 +44%
OFG
1503
Oxford Financial Group
Indiana
$834K +$38.5K +137 +4%
CAAS
1504
Capital Asset Advisory Services
Michigan
$832K -$201K -716 -18%
ICM
1505
IMS Capital Management
Oregon
$826K – – –
HPWM
1506
Highland Private Wealth Management
Washington
$823K +$5.62K +20 +0.6%
ACA
1507
Atlas Capital Advisors
Wyoming
$823K +$744K +2,647 +448%
CA
1508
CGN Advisors
Kansas
$822K +$65.2K +232 +8%
TWI
1509
Thomas White International
Illinois
$820K – – –
CCI
1510
Credit Capital Investments
New Jersey
$818K +$904K +3,219 New
AF
1511
Advisornet Financial
Minnesota
$816K -$38.5K -137 -4%
FPF
1512
First Pacific Financial
Washington
$815K +$24.2K +86 +3%
BS
1513
Boenning & Scattergood
Pennsylvania
$811K -$14K -50 -2%
LCM
1514
LCM Capital Management
Illinois
$809K +$40.2K +143 +5%
BBP
1515
Banco BTG Pactual
Brazil
$806K – – –
WCAMG
1516
Woodard & Company Asset Management Group
North Carolina
$805K +$53.7K +191 +6%
BBI
1517
Baxter Bros Inc
Connecticut
$804K +$51.7K +184 +6%
CWM
1518
Cornerstone Wealth Management
Missouri
$802K -$3.09K -11 -0.3%
CRWM
1519
Castle Rock Wealth Management
California
$799K -$294K -1,047 -22%
RFO
1520
RiverGlades Family Offices
Florida
$794K – – –
BIA
1521
Benchmark Investment Advisors
Illinois
$789K +$872K +3,104 New
VFG
1522
V2 Financial group
Illinois
$780K -$458K -1,630 -35%
LAS
1523
LWM Advisory Services
Florida
$780K +$862K +3,069 New
WFI
1524
West Family Investments
California
$779K -$52.8K -188 -6%
SFCL
1525
Strengthening Families & Communities LLC
Massachusetts
$779K +$861K +3,064 New
59 60
61
62 63