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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1651
Symmetry Investments
Jersey
$487K – – –
MCP
1652
Mirador Capital Partners
California
$484K -$23.3K -108 -4%
SWM
1653
Salvus Wealth Management
New Jersey
$483K +$48.8K +226 +10%
BIP
1654
Blueprint Investment Partners
North Carolina
$483K -$167K -774 -25%
RPWA
1655
Regent Peak Wealth Advisors
Georgia
$483K +$10.8K +50 +2%
CP
1656
Castleview Partners
Texas
$482K +$7.56K +35 +1%
AFM
1657
Abbot Financial Management
Massachusetts
$480K -$54K -250 -10%
VNA
1658
Valley National Advisers
Pennsylvania
$480K +$27.9K +129 +6%
RA
1659
Riversedge Advisors
Delaware
$477K +$90.7K +420 +22%
SFS
1660
Stiles Financial Services
Minnesota
$472K -$194K -900 -28%
NL
1661
NWAM LLC
Washington
$471K -$83.8K -388 -14%
SC
1662
Sonen Capital
California
$470K – – –
PNC
1663
Park National Corp
Ohio
$467K +$21.6K +100 +5%
BTW
1664
Boston Trust Walden
Massachusetts
$467K – – –
PA
1665
Parkside Advisors
California
$466K – – –
IHL
1666
Investment House LLC
California
$465K -$57.7K -267 -10%
IWA
1667
IVC Wealth Advisors
Pennsylvania
$465K -$2.16K -10 -0.4%
ARC
1668
Advisor Resource Council
Texas
$464K -$24.4K -113 -5%
RWP
1669
RWA Wealth Partners
Massachusetts
$462K +$493K +2,280 New
MMG
1670
Monetary Management Group
Missouri
$461K +$70.2K +325 +17%
BFC
1671
Blue Fin Capital
Rhode Island
$461K +$31.1K +144 +7%
CIAS
1672
Capital Investment Advisory Services
North Carolina
$461K +$33.9K +157 +7%
GWM
1673
Greenwich Wealth Management
Connecticut
$459K +$3.02K +14 +0.6%
RGC
1674
Roberts, Glore & Co
Illinois
$458K -$16.9K -78 -3%
PWM
1675
Prentice Wealth Management
New York
$457K +$4.75K +22 +1%
65 66
67
68 69