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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
Accel Wealth Management
Iowa
$559K +$14.4K +50 +3%
RA
1952
Riversedge Advisors
Delaware
$558K -$23.7K -82 -4%
MSA
1953
Marino Stram & Associates
Massachusetts
$557K +$94.3K +327 +21%
VC
1954
Vicus Capital
Pennsylvania
$556K +$533K +1,847 New
SFS
1955
Stiles Financial Services
Minnesota
$556K -$41.8K -145 -7%
FWM
1956
FFT Wealth Management
Pennsylvania
$555K +$81.4K +282 +18%
AA
1957
Addison Advisors
Vermont
$554K +$76.5K +265 +17%
OTL
1958
Oak Thistle LLC
New York
$553K -$1.91M -6,636 -78%
LA
1959
LVW Advisors
New York
$552K +$47.9K +166 +10%
GA
1960
Geller Advisors
New York
$549K +$38.7K +134 +8%
TVAMP
1961
Tennessee Valley Asset Management Partners
Tennessee
$549K -$501K -1,737 -49%
CAM
1962
Cubic Asset Management
Massachusetts
$548K -$28.9K -100 -5%
BPFA
1963
Barnes Pettey Financial Advisors
Mississippi
$548K -$18.8K -65 -3%
ACH
1964
ArrowMark Colorado Holdings
Colorado
$548K -$433K -1,500 -45%
PA
1965
Perennial Advisors
New York
$547K -$3.17K -11 -0.6%
ACM
1966
Arcataur Capital Management
Wisconsin
$547K – – –
VF
1967
Vest Financial
Virginia
$542K +$519K +1,799 New
TFGT
1968
TS Financial Group (TSFG)
Illinois
$541K -$257K -891 -33%
EL
1969
EWA LLC
Pennsylvania
$541K +$11.5K +40 +2%
AF
1970
Apexium Financial
Texas
$541K +$21.9K +76 +4%
CCM
1971
Chaney Capital Management
Washington
$540K – – –
PA
1972
Prossimo Advisors
California
$540K +$59.7K +207 +13%
VCP
1973
Verus Capital Partners
Arizona
$539K +$20.8K +72 +4%
PNC
1974
Park National Corp
Ohio
$536K – – –
RFS
1975
Richardson Financial Services
Massachusetts
$536K +$81.7K +283 +19%
77 78
79
80 81