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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
2726
Armstrong Advisory Group
Massachusetts
$115K – – –
IHWM
2727
Iron Horse Wealth Management
Iowa
$113K +$52.9K +170 +67%
FIM
2728
FWL Investment Management
Texas
$113K +$3.73K +12 +3%
AP
2729
Atwood & Palmer
Missouri
$110K +$8.71K +28 +7%
CHC
2730
City Holding Co
West Virginia
$109K +$16.8K +54 +15%
KIG
2731
Kessler Investment Group
Indiana
$107K -$26.1K -84 -17%
FDCP
2732
Foster Dykema Cabot & Partners
Massachusetts
$107K – – –
ACA
2733
Atlas Capital Advisors
Wyoming
$106K – – –
BHWM
2734
Beaird Harris Wealth Management
Texas
$104K +$6.53K +21 +6%
SFGP
2735
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$104K +$5.91K +19 +5%
ACA
2736
American Capital Advisory
Idaho
$103K +$7.78K +25 +7%
EPW
2737
Evergreen Private Wealth
Colorado
$103K -$23.3K -75 -16%
PWMG
2738
Private Wealth Management Group
New Jersey
$101K +$6.22K +20 +6%
SCB
2739
Saudi Central Bank
Saudi Arabia
$101K +$117K +377 New
SWIM
2740
Smallwood Wealth Investment Management
New Jersey
$98.6K +$114K +367 New
LFA
2741
LGT Financial Advisors
Texas
$94.4K +$109K +352 New
CWM
2742
Consultiva Wealth Management
Puerto Rico
$94.2K – – –
JAM
2743
JCIC Asset Management
Ontario, Canada
$93.1K – – –
CTA
2744
Colonial Trust Advisors
South Carolina
$90.2K +$65K +209 +165%
SAM
2745
Sherman Asset Management
California
$89.4K – – –
MHR
2746
Matthew Hamilton Rosenberg
$89.4K +$48.5K +156 +88%
ECM
2747
Estabrook Capital Management
New York
$88.8K – – –
FP
2748
Financial Perspectives
Minnesota
$87.8K – – –
BHWM
2749
Bay Harbor Wealth Management
Maryland
$86.9K +$3.11K +10 +3%
BBPWM
2750
Blue Bell Private Wealth Management
Pennsylvania
$86.7K +$10.9K +35 +12%
108 109
110
111 112