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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
1926
RiverGlades Family Offices
Florida
$438K – – –
AWM
1927
Aprio Wealth Management
Georgia
$438K +$113K +498 +43%
HP
1928
Hyperion Partners
Pennsylvania
$437K – – –
GAM
1929
Gemmer Asset Management
California
$437K +$138K +609 +58%
KFGK
1930
Keystone Financial Group (Kentucky)
Kentucky
$436K -$53.2K -235 -12%
NJBEST
1931
New Jersey Better Educational Savings Trust
New Jersey
$436K – – –
CPA
1932
Capital Performance Advisors
California
$435K +$14.7K +65 +4%
T
1933
TOBAM
France
$434K -$111K -492 -23%
ATC
1934
Adirondack Trust Company
New York
$434K -$8.37K -37 -3%
RCA
1935
Resonant Capital Advisors
Wisconsin
$432K +$16.1K +71 +5%
WIA
1936
Wetzel Investment Advisors
Indiana
$431K +$370K +1,637 New
SW
1937
SlateStone Wealth
Florida
$430K – – –
FAFN
1938
First Affirmative Financial Network
Colorado
$429K +$84.2K +372 +30%
FFA
1939
Fi3 Financial Advisors
Indiana
$428K -$34.4K -152 -9%
BHCM
1940
Brevan Howard Capital Management
Jersey
$427K +$367K +1,621 New
FSA
1941
Fort Sheridan Advisors
Illinois
$426K +$68.1K +301 +23%
GF
1942
Gries Financial
Ohio
$425K +$366K +1,615 New
JWM
1943
Jeppson Wealth Management
California
$425K -$13.4K -59 -4%
AWAP
1944
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$424K -$1.58K -7 -0.4%
SGAM
1945
Smith Group Asset Management
Texas
$423K +$364K +1,608 New
GF
1946
Gabelli Funds
New York
$422K -$270K -1,195 -43%
ACP
1947
Aveo Capital Partners
Colorado
$422K +$112K +496 +45%
GLA
1948
Good Life Advisors
Pennsylvania
$421K +$120K +530 +49%
VAG
1949
VisionPoint Advisory Group
Texas
$421K -$25.1K -111 -6%
FA
1950
Fountainhead AM
New Jersey
$419K +$360K +1,592 New
76 77
78
79 80