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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1551
L.J. Altfest & Co
New York
$387K +$423K +1,738 New
VSWA
1552
Vontobel Swiss Wealth Advisors
Switzerland
$384K +$39.6K +163 +10%
FWP
1553
FAS Wealth Partners
Kansas
$383K -$4.86K -20 -1%
BFWA
1554
Benchmark Financial Wealth Advisors
Florida
$379K +$77.1K +317 +23%
CA
1555
Crumly & Associates
Illinois
$379K +$142K +585 +53%
MIC
1556
Meridian Investment Counsel
California
$378K – – –
SIM
1557
Sonora Investment Management
Arizona
$378K +$23.1K +95 +6%
WA
1558
WBH Advisory
Maryland
$378K +$24.3K +100 +6%
FQ
1559
First Quadrant
California
$377K -$51.8K -213 -11%
CPWA
1560
Cerro Pacific Wealth Advisors
California
$377K +$412K +1,696 New
SWA
1561
SFMG Wealth Advisors
Texas
$376K +$411K +1,690 New
BL
1562
Balentine LLC
Georgia
$374K +$22.9K +94 +6%
PFBT
1563
Parkside Financial Bank & Trust
Missouri
$374K +$193K +794 +89%
EWA
1564
EP Wealth Advisors
California
$373K -$20.2K -83 -5%
BBP
1565
Banco BTG Pactual
Brazil
$370K +$404K +1,663 New
T
1566
TRUADVICE
Florida
$368K +$399K +1,639 New
GI
1567
Gradient Investments
Minnesota
$366K – – –
ACM
1568
Advisors Capital Management
New Jersey
$366K +$22.1K +91 +6%
DF
1569
Donoghue Forlines
Massachusetts
$366K +$400K +1,644 New
CCA
1570
Cobblestone Capital Advisors
New York
$363K +$10.9K +45 +3%
SFP
1571
Sandbox Financial Partners
Maryland
$363K +$396K +1,629 New
SIA
1572
SkyView Investment Advisors
New Jersey
$362K +$395K +1,625 New
OA
1573
Oxbow Advisors
Texas
$357K +$151K +620 +63%
CCM
1574
Community Capital Management
Florida
$356K -$97.3K -400 -20%
JCM
1575
JS Capital Management
New York
$356K +$389K +1,600 New
61 62
63
64 65