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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1751
NVWM LLC
Pennsylvania
$834K -$4.47K -18 -0.5%
NPA
1752
Nichols & Pratt Advisers
Massachusetts
$834K +$7.95K +32 +1%
VCM
1753
Versant Capital Management
Arizona
$830K +$258K +1,037 +49%
PIC
1754
Portland Investment Counsel
Ontario, Canada
$829K +$252K +1,014 +48%
RPGK
1755
Retirement Planning Group (Kansas)
Kansas
$827K +$8.95K +36 +1%
BTW
1756
Boston Trust Walden
Massachusetts
$827K – – –
TAM
1757
Trillium Asset Management
Massachusetts
$827K -$113K -454 -13%
SA
1758
SPWM Advisors
Michigan
$827K +$776K +3,121 New
LAIC
1759
Lederer & Associates Investment Counsel
California
$825K -$129K -520 -14%
BWM
1760
Bernicke Wealth Management
Wisconsin
$824K +$773K +3,110 New
MCP
1761
Mirador Capital Partners
California
$823K -$1.42M -5,709 -65%
GAG
1762
GM Advisory Group
New York
$823K -$48.7K -196 -6%
CW
1763
CrossGen Wealth
North Carolina
$820K +$769K +3,096 New
GI
1764
GAMCO Investors
Connecticut
$818K -$10.2K -41 -1%
PSP
1765
Principal Street Partners
Tennessee
$818K -$104K -420 -12%
VCM
1766
Virtue Capital Management
Tennessee
$814K -$1.41M -5,667 -64%
RWM
1767
Riverbend Wealth Management
South Carolina
$813K +$62.1K +250 +9%
SRC
1768
Sage Rhino Capital
California
$812K -$28.8K -116 -4%
RFP
1769
Root Financial Partners
California
$811K +$109K +437 +17%
PWPS
1770
Pinnacle Wealth Planning Services
Ohio
$811K +$216K +870 +40%
FC
1771
Fjell Capital
North Dakota
$808K +$50.7K +204 +7%
IHL
1772
Investment House LLC
California
$808K – – –
GFP
1773
Gryphon Financial Partners
Ohio
$805K +$45.7K +184 +6%
WFI
1774
West Family Investments
California
$799K -$285K -1,148 -28%
MC
1775
Mirabaud & Cie
Switzerland
$796K -$785K -3,160 -51%
69 70
71
72 73