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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
1551
Bond & Devick Financial Network
Minnesota
$979K -$51.1K -226 -6%
SWM
1552
Scissortail Wealth Management
Oklahoma
$978K +$769K +3,399 New
CFMC
1553
Curbstone Financial Management Corp
New Hampshire
$978K – – –
HSA
1554
HBK Sorce Advisory
Pennsylvania
$978K -$111K -489 -12%
AWM
1555
Angeles Wealth Management
California
$976K +$61.1K +270 +8%
RTC
1556
Riverview Trust Company
Washington
$975K – – –
NFSG
1557
Newbridge Financial Services Group
Florida
$974K +$168K +743 +25%
ACM
1558
Advisors Capital Management
New Jersey
$972K +$20.8K +92 +3%
SI
1559
Scharf Investments
California
$968K +$832K +3,678 New
HAG
1560
HF Advisory Group
Maryland
$963K -$186K -821 -18%
PPWM
1561
Paragon Private Wealth Management
Kentucky
$962K +$827K +3,655 New
SPIS
1562
Steward Partners Investment Solutions
Oregon
$960K +$826K +3,648 New
CAS
1563
Coppell Advisory Solutions
Texas
$958K +$783K +3,461 +1,923%
WAG
1564
Wallace Advisory Group
California
$956K -$30.8K -136 -3%
LA
1565
Legacy Advisors
Pennsylvania
$955K +$137K +607 +20%
GEA
1566
Glen Eagle Advisors
New Jersey
$951K -$38.7K -171 -5%
GCAC
1567
Guardian Capital Advisors (Canada)
Ontario, Canada
$950K +$824K +3,642 New
IIC
1568
Ironwood Investment Counsel
Arizona
$950K -$14.3K -63 -2%
LIG
1569
Lokken Investment Group
Delaware
$950K +$226 +1 +0%
CG
1570
CFO4Life Group
Texas
$950K +$37.1K +164 +5%
BCM
1571
Brown Capital Management
Maryland
$948K -$203K -899 -20%
JFL
1572
Jarislowsky, Fraser Ltd
Quebec, Canada
$947K +$815K +3,600 New
SIG
1573
Sky Investment Group
Connecticut
$944K -$31.7K -140 -4%
MCA
1574
Magnolia Capital Advisors
Mississippi
$941K -$3.17K -14 -0.4%
SCA
1575
STALEY CAPITAL ADVISERS
Pennsylvania
$938K +$56.6K +250 +8%
61 62
63
64 65