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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
1726
Kavar Capital Partners Group
Kansas
$481K +$50.6K +180 +11%
VWM
1727
Venturi Wealth Management
Texas
$480K -$5.9K -21 -1%
FPS
1728
Fieldpoint Private Securities
Connecticut
$479K +$11.8K +42 +2%
OWA
1729
Opal Wealth Advisors
New York
$478K +$139K +495 +36%
SC
1730
Sonen Capital
California
$478K +$528K +1,880 New
SGA
1731
Seaport Global Advisors
Massachusetts
$474K +$524K +1,866 New
GI
1732
Gradient Investments
Minnesota
$472K -$213K -758 -29%
GWM
1733
Geneos Wealth Management
Colorado
$469K -$27.8K -99 -5%
EAM
1734
Empirical Asset Management
Massachusetts
$467K +$517K +1,839 New
CAM
1735
Crestone Asset Management
Colorado
$463K +$1.41K +5 +0.3%
CA
1736
Cornerstone Advisory
Maryland
$463K +$298K +1,060 +139%
EFG
1737
Everhart Financial Group
Ohio
$462K +$50.9K +181 +11%
EL
1738
EMFO LLC
Florida
$462K +$197K +700 +63%
AC
1739
ASB Consultores
Florida
$462K +$511K +1,819 New
SAM
1740
Strategy Asset Managers
California
$459K +$182K +646 +56%
FI
1741
Fosun International
China
$458K +$506K +1,800 New
CAM
1742
Cubic Asset Management
Massachusetts
$457K – – –
IWA
1743
IVC Wealth Advisors
Pennsylvania
$456K +$32.9K +117 +7%
SICM
1744
Sustainable Insight Capital Management
New York
$449K -$48K -171 -9%
HWA
1745
Heritage Wealth Advisors
Virginia
$449K +$56.2K +200 +13%
PB
1746
Pinnacle Bancorp
Nebraska
$448K -$5.9K -21 -1%
FSA
1747
Fort Sheridan Advisors
Illinois
$447K -$77K -274 -13%
DWA
1748
Dougherty Wealth Advisers
Minnesota
$447K – – –
PCFFS
1749
Pacific Center for Financial Services
California
$446K +$56.2K +200 +13%
WCP
1750
Wick Capital Partners
Pennsylvania
$443K +$490K +1,743 New
68 69
70
71 72