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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
2676
Van Hulzen Asset Management
California
$202K +$198K +742 New
1WM
2677
1900 Wealth Management
Texas
$202K -$90.6K -339 -31%
PSF
2678
Pacific Sun Financial
California
$202K -$4.01K -15 -2%
AM
2679
Account Management
Massachusetts
$202K +$198K +740 New
LFS
2680
Legacy Financial Strategies
Kansas
$202K +$198K +740 New
SIAP
2681
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K +$198K +739 New
AC
2682
Avory & Company
Florida
$201K -$3.74K -14 -2%
AWG
2683
Altus Wealth Group
Colorado
$201K -$17.9K -67 -8%
MWS
2684
MFA Wealth Services
California
$200K +$196K +734 New
VCP
2685
Vista Capital Partners
Oregon
$200K -$9.36K -35 -5%
AF
2686
Affiance Financial
Minnesota
$200K +$196K +734 New
FRA
2687
Front Row Advisors
California
$197K -$21.4K -80 -10%
HFS
2688
Hughes Financial Services
Virginia
$194K +$4.81K +18 +2%
C
2689
Covestor
United Kingdom
$193K -$52.9K -198 -22%
BCM
2690
Blume Capital Management
California
$185K -$1.07K -4 -0.6%
NWM
2691
Nova Wealth Management
Florida
$182K +$8.55K +32 +5%
FCAS
2692
First Command Advisory Services
Texas
$179K +$22.7K +85 +15%
LC
2693
L1 Capital
Australia
$177K +$173K +648 New
DCBT
2694
Dakota Community Bank & Trust
North Dakota
$174K +$12.8K +48 +8%
BCPWM
2695
Bradley & Co Private Wealth Management
Florida
$169K +$29.9K +112 +22%
BOJHT
2696
Bank of Jackson Hole Trust
Wyoming
$167K -$2.94K -11 -2%
HDIM
2697
Hanson & Doremus Investment Management
Vermont
$166K +$10.4K +39 +7%
TF
2698
Tompkins Financial
New York
$156K – – –
CL
2699
CSS LLC
Illinois
$153K -$90.9K -340 -38%
JWA
2700
JFS Wealth Advisors
Pennsylvania
$150K +$11.8K +44 +9%
106 107
108
109 110