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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1551
Front Row Advisors
California
$282K -$10.5K -48 -4%
EP
1552
EPIQ Partners
Minnesota
$279K +$240K +1,096 New
RI
1553
Ridgewood Investments
New Jersey
$279K +$243K +1,109 New
KOMWMG
1554
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$276K – – –
OMC
1555
Overbrook Management Corp
New York
$276K +$241K +1,100 New
CFG
1556
Citizens Financial Group
Rhode Island
$275K -$316K -1,442 -57%
HCM
1557
HMS Capital Management
Tennessee
$275K -$65.7K -300 -22%
CA
1558
Crumly & Associates
Illinois
$275K -$26.3K -120 -10%
GWM
1559
Geneos Wealth Management
Colorado
$275K +$18.6K +85 +8%
RA
1560
RFG Advisory
Alabama
$273K +$238K +1,087 New
KPW
1561
Kore Private Wealth
New York
$270K +$23.6K +108 +11%
CHA
1562
Cooper/Haims Advisors
New York
$270K +$236K +1,076 New
VWA
1563
Visionary Wealth Advisors
Illinois
$269K +$234K +1,069 New
SNBOSD
1564
Security National Bank of So Dak
Iowa
$268K -$2.63K -12 -1%
UCMOK
1565
United Capital Management of KS
Kansas
$267K -$3.72K -17 -2%
LF
1566
Lantz Financial
Illinois
$267K +$232K +1,061 New
JWM
1567
Jeppson Wealth Management
California
$266K +$232K +1,058 New
BCP
1568
Berkeley Capital Partners
Georgia
$266K +$232K +1,059 New
HCA
1569
Heck Capital Advisors
Wisconsin
$265K +$231K +1,056 New
RGC
1570
Roberts, Glore & Co
Illinois
$265K -$9.85K -45 -4%
PP
1571
PDS Planning
Ohio
$262K +$228K +1,042 New
DS
1572
DRW Securities
Illinois
$262K +$229K +1,044 New
UBV
1573
United Bank (Virginia)
Virginia
$261K +$228K +1,040 New
CIM
1574
Contravisory Investment Management
Massachusetts
$259K +$223K +1,019 +10,190%
GCP
1575
GSA Capital Partners
United Kingdom
$259K +$225K +1,029 New
61 62
63
64 65