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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1601
Kapstone Financial Advisors
Ohio
$557K -$18.8K -87 -3%
GG
1602
Golden Green
South Carolina
$551K +$81.5K +377 +16%
RVPG
1603
Relative Value Partners Group
$551K +$587K +2,717 New
AA
1604
Alta Advisers
United Kingdom
$548K – – –
CPRC
1605
Consolidated Portfolio Review Corp
New York
$547K +$19K +88 +3%
NRC
1606
New Republic Capital
North Carolina
$546K +$44.1K +204 +8%
AF
1607
Advisornet Financial
Minnesota
$546K +$62K +287 +12%
KC
1608
Knuff & Co
California
$545K – – –
MCC
1609
Malaga Cove Capital
California
$545K -$30.7K -142 -5%
DWM
1610
Drive Wealth Management
Utah
$534K -$64.4K -298 -10%
WCFA
1611
Walkner Condon Financial Advisors
Wisconsin
$534K +$16K +74 +3%
SIM
1612
Studio Investment Management
Illinois
$532K -$109K -503 -16%
SIA
1613
Soltis Investment Advisors
Utah
$531K +$45.8K +212 +9%
CF
1614
Cantor Fitzgerald
New York
$531K -$28.1K -130 -5%
FWP
1615
FAS Wealth Partners
Kansas
$528K +$3.67K +17 +0.7%
GSC
1616
Grey Street Capital
Illinois
$527K – – –
MTWM
1617
Masso Torrence Wealth Management
New Jersey
$527K -$15.3K -71 -3%
HTC
1618
Haverford Trust Company
Pennsylvania
$525K -$43.2K -200 -7%
CP
1619
Covenant Partners
Tennessee
$522K -$110K -510 -17%
VC
1620
Vicus Capital
Pennsylvania
$522K +$337K +1,558 +153%
KFI
1621
Key Financial Inc
Pennsylvania
$521K – – –
KA
1622
Kozak & Associates
Colorado
$520K +$17.5K +81 +3%
FCBT
1623
First Citizens Bank & Trust
North Carolina
$520K -$468K -2,165 -46%
NGA
1624
Naples Global Advisors
Florida
$519K +$78.4K +363 +17%
RIP
1625
RAM Investment Partners
Washington
$518K -$15.6K -72 -3%
63 64
65
66 67