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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1701
Csenge Advisory Group
Florida
$329K +$278K +1,647 New
PAG
1702
Private Advisory Group
Washington
$328K +$278K +1,643 New
FFL
1703
Future Fund LLC
Illinois
$328K -$45.9K -272 -14%
AP
1704
Americana Partners
Texas
$326K +$275K +1,630 New
IA
1705
IFP Advisors
Florida
$325K -$1.39M -8,253 -63%
CPWA
1706
Cerro Pacific Wealth Advisors
California
$324K -$12.7K -75 -4%
SIC
1707
Salem Investment Counselors
North Carolina
$324K -$2.47M -14,633 -90%
CPA
1708
Capital Performance Advisors
California
$324K +$3.88K +23 +1%
BCM
1709
Barden Capital Management
Texas
$324K -$421K -2,493 -61%
WRM
1710
Weybosset Research & Management
Rhode Island
$323K +$6.76K +40 +3%
BC
1711
Brio Consultants
California
$323K +$273K +1,616 New
NHC
1712
Nicholas Hoffman & Company
Georgia
$322K +$272K +1,611 New
SFG
1713
Sovereign Financial Group
Connecticut
$321K -$1.52K -9 -0.6%
HP
1714
Hyperion Partners
Pennsylvania
$321K – – –
GI
1715
Gradient Investments
Minnesota
$321K -$209K -1,239 -44%
FHC
1716
First Heartland Consultants
Missouri
$319K -$14K -83 -5%
GCS
1717
Gordian Capital (Singapore)
Singapore
$319K +$92.9K +550 +53%
RZH
1718
Relyea Zuckerberg Hanson
Connecticut
$318K +$269K +1,592 New
ZIG
1719
Zullo Investment Group
Pennsylvania
$318K +$15.4K +91 +6%
HTHT
1720
Hemenway Trust Hemenway Trust
New Hampshire
$317K -$65.2K -386 -20%
DIM
1721
DC Investments Management
Virginia
$314K +$266K +1,573 New
WDL
1722
Well Done LLC
Michigan
$313K +$5.57K +33 +2%
BEI
1723
Benjamin Edwards Inc
Missouri
$313K +$86K +509 +48%
ASBI
1724
American State Bank (Iowa)
Iowa
$312K +$101K +596 +62%
JGIA
1725
Jackson Grant Investment Advisers
Connecticut
$312K +$3.72K +22 +1%
67 68
69
70 71