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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1801
Breiter Capital Management
Florida
$238K +$225K +975 New
SGK
1802
Steigerwald Gordon & Koch
Virginia
$238K +$225K +975 New
IA
1803
IFG Advisory
Georgia
$236K -$301K -1,306 -57%
CWM
1804
Cedar Wealth Management
California
$236K +$109K +475 +97%
OWA
1805
Outlook Wealth Advisors
Texas
$236K +$223K +967 New
ZIC
1806
ZWJ Investment Counsel
Georgia
$234K -$28.8K -125 -12%
OWM
1807
Opes Wealth Management
California
$234K -$2.31K -10 -1%
PAM
1808
Premier Asset Management
Illinois
$233K -$33.4K -145 -13%
BCP
1809
Berkeley Capital Partners
Georgia
$233K +$219K +952 New
LWM
1810
Liberty Wealth Management
California
$232K +$101K +440 +86%
CICI
1811
Capital Investment Counsel Inc
North Carolina
$232K +$219K +950 New
CGA
1812
Crescent Grove Advisors
Illinois
$231K -$41.5K -180 -16%
VC
1813
Veracity Capital
Georgia
$231K -$1.84K -8 -0.8%
AP
1814
Adero Partners
California
$231K +$218K +944 New
HCM
1815
HMS Capital Management
Tennessee
$231K +$218K +945 New
PCMC
1816
Private Capital Management (Colorado)
Colorado
$230K +$217K +942 New
RF
1817
RHS Financial
California
$229K -$45.9K -199 -17%
ATC
1818
Adirondack Trust Company
New York
$229K – – –
P
1819
Palladiem
Pennsylvania
$229K +$216K +939 New
BPCA
1820
Bank Pictet & Cie (Asia)
Singapore
$228K +$215K +935 New
TBA
1821
Tower Bridge Advisors
Pennsylvania
$228K +$215K +933 New
AWG
1822
Altus Wealth Group
Colorado
$227K -$4.84K -21 -2%
PNAA
1823
Pictet North America Advisors
Switzerland
$227K +$215K +931 New
WIC
1824
Whitegate Investment Counselors
New Hampshire
$226K +$214K +927 New
1WM
1825
1900 Wealth Management
Texas
$225K +$212K +921 New
71 72
73
74 75