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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
2551
Covestor
United Kingdom
$243K -$14.6K -47 -5%
GCP
2552
Gill Capital Partners
Colorado
$243K -$622 -2 -0.2%
PP
2553
Postrock Partners
Oregon
$243K – – –
AIMCA
2554
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$242K -$435K -1,400 -61%
CL
2555
CSS LLC
Illinois
$242K -$99.5K -320 -26%
AIC
2556
Archer Investment Corporation
Indiana
$241K +$47.3K +152 +20%
SICM
2557
Sustainable Insight Capital Management
New York
$241K -$781K -2,512 -74%
AWM
2558
Ariadne Wealth Management
California
$241K +$26.7K +86 +11%
ERWM
2559
Elk River Wealth Management
Colorado
$241K – – –
MSAM
2560
Moloney Securities Asset Management
Missouri
$241K -$1.3M -4,195 -82%
HPM
2561
Hoxton Planning & Management
West Virginia
$240K -$6.22K -20 -2%
BW
2562
Blalock Williams
Alabama
$240K +$33.9K +109 +14%
VCP
2563
Verus Capital Partners
Arizona
$239K +$31.1K +100 +13%
RWM
2564
Rialto Wealth Management
New York
$239K +$3.73K +12 +1%
MSFS
2565
Main Street Financial Solutions
Pennsylvania
$238K -$278K -894 -50%
BWP
2566
BlueStem Wealth Partners
Minnesota
$238K +$2.18K +7 +0.8%
BFS
2567
Burkett Financial Services
South Carolina
$237K +$311 +1 +0.1%
HB
2568
Horizon Bancorp
Indiana
$237K -$25.2K -81 -8%
EFG
2569
Ethos Financial Group
Pennsylvania
$237K – – –
CAI
2570
Capital Advisors Inc
Oklahoma
$234K +$27.1K +87 +11%
PJWM
2571
Philip James Wealth Mangement
Georgia
$234K +$272K +873 New
GGA
2572
Granite Group Advisors
Connecticut
$234K – – –
RPGK
2573
Retirement Planning Group (Kansas)
Kansas
$234K +$83.7K +269 +45%
AIM
2574
Arcadia Investment Management
Michigan
$233K +$4.67K +15 +2%
AA
2575
Acorns Advisers
California
$233K +$58.8K +189 +28%
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103
104 105