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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1776
Childress Capital Advisors
Texas
$595K -$61.6K -272 -11%
RGC
1777
Roberts, Glore & Co
Illinois
$593K -$1.13K -5 -0.2%
NWA
1778
New World Advisors
Massachusetts
$592K +$905 +4 +0.2%
RIA
1779
Regal Investment Advisors
Michigan
$591K +$16.1K +71 +3%
CIS
1780
Custom Index Systems
New York
$591K +$508K +2,245 New
MCP
1781
Mirador Capital Partners
California
$590K -$33K -146 -6%
EFS
1782
Essex Financial Services
Connecticut
$590K +$52.5K +232 +12%
GI
1783
Gradient Investments
Minnesota
$590K -$68.6K -303 -12%
PHIC
1784
Pine Haven Investment Counsel
Massachusetts
$589K +$12.4K +55 +3%
IC
1785
Inscription Capital
Texas
$588K +$4.98K +22 +1%
SIM
1786
Studio Investment Management
Illinois
$586K -$89.6K -396 -15%
KIC
1787
Kensington Investment Counsel
California
$586K +$26.7K +118 +6%
WJWM
1788
Williams Jones Wealth Management
New York
$585K -$73.6K -325 -13%
AIA
1789
Angeles Investment Advisors
California
$583K +$14.3K +63 +3%
CA
1790
Crumly & Associates
Illinois
$580K +$149K +659 +43%
CWM
1791
Centurion Wealth Management
Virginia
$580K -$2.72K -12 -0.5%
IA
1792
IFG Advisory
Georgia
$578K +$60.7K +268 +14%
MMPW
1793
Mitchell McLeod Pugh & Williams
Alabama
$577K +$22.6K +100 +5%
SL
1794
SFM LLC
New Hampshire
$577K +$496K +2,191 New
VA
1795
Valmark Advisers
Ohio
$576K +$11.5K +51 +2%
BBW
1796
Blue Barn Wealth
Utah
$570K +$35.3K +156 +8%
WA
1797
WBH Advisory
Maryland
$569K +$60.7K +268 +14%
NFA
1798
Northwest Financial Advisors
Virginia
$569K +$489K +2,162 New
BWG
1799
Berry Wealth Group
Texas
$567K +$488K +2,156 New
CPW
1800
Catalyst Private Wealth
California
$565K +$2.49K +11 +0.5%
70 71
72
73 74