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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1626
Parkside Advisors
California
$486K -$25.3K -124 -5%
SICM
1627
Sustainable Insight Capital Management
New York
$486K +$21.8K +107 +5%
GSIAS
1628
Garden State Investment Advisory Services
New Jersey
$485K +$9.59K +47 +2%
SAM
1629
Synergy Asset Management
Washington
$483K +$45.5K +223 +11%
RFN
1630
Redwood Financial Network
Ohio
$482K +$17.8K +87 +4%
BOPW
1631
Brandywine Oak Private Wealth
Pennsylvania
$481K +$204 +1 +0%
RIA
1632
Regal Investment Advisors
Michigan
$480K -$122K -597 -21%
JFGIW
1633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$478K +$123K +601 +36%
HWAM
1634
Hennion & Walsh Asset Management
New Jersey
$477K +$461K +2,256 New
GFG
1635
Greystone Financial Group
Michigan
$477K +$461K +2,257 New
GWM
1636
Greenwich Wealth Management
Connecticut
$476K – – –
NWA
1637
New World Advisors
Massachusetts
$476K -$130K -636 -22%
WI
1638
WBI Investments
New Jersey
$475K +$459K +2,247 New
FFC
1639
First Financial Corp
Indiana
$473K -$17.8K -87 -4%
VNA
1640
Valley National Advisers
Pennsylvania
$473K +$22.3K +109 +5%
PWM
1641
Prentice Wealth Management
New York
$472K +$817 +4 +0.2%
DFA
1642
Delta Financial Advisors
Louisiana
$472K +$93.5K +458 +26%
CWM
1643
Centurion Wealth Management
Virginia
$469K -$2.25K -11 -0.5%
VT
1644
Vise Technologies
New York
$469K +$29.8K +146 +7%
MIC
1645
Meridian Investment Counsel
California
$467K -$12.7K -62 -3%
PNC
1646
Park National Corp
Ohio
$466K -$57.6K -282 -11%
SAM
1647
Strategy Asset Managers
California
$464K +$27.1K +133 +6%
NGA
1648
Naples Global Advisors
Florida
$464K +$65.5K +321 +17%
SOS
1649
Silver Oak Securities
Tennessee
$462K +$20K +98 +5%
MFG
1650
Magnus Financial Group
New York
$457K +$147K +722 +50%
64 65
66
67 68