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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2826
Sound Income Strategies
Florida
$191K -$21.4K -67 -10%
GKIM
2827
GW&K Investment Management
Massachusetts
$191K +$8.62K +27 +5%
TF
2828
Tompkins Financial
New York
$191K – – –
PSFG
2829
Park Square Financial Group
Georgia
$190K +$182K +569 New
HDIM
2830
Hanson & Doremus Investment Management
Vermont
$190K – – –
BDL
2831
Banque de Luxembourg
Luxembourg
$185K +$176K +551 New
FCAS
2832
First Command Advisory Services
Texas
$178K -$1.92K -6 -1%
MWM
2833
Mascoma Wealth Management
New Hampshire
$173K +$16.3K +51 +11%
LDB
2834
Lee, Danner & Bass
Tennessee
$172K -$223K -700 -58%
BCPWM
2835
Bradley & Co Private Wealth Management
Florida
$170K +$162K +509 New
LJHT
2836
Laurie J. Hall Trustee
$169K – – –
RPA
2837
Redwood Park Advisors
California
$169K +$161K +504 New
OIA
2838
Optimum Investment Advisors
Illinois
$167K – – –
FDW
2839
Fourth Dimension Wealth
Ohio
$162K +$155K +485 New
KIG
2840
Kessler Investment Group
Indiana
$162K -$5.11K -16 -3%
JWA
2841
JFS Wealth Advisors
Pennsylvania
$161K -$9.57K -30 -6%
NWM
2842
Nova Wealth Management
Florida
$154K +$147K +461 New
DMBA
2843
Deseret Mutual Benefit Administrators
Utah
$154K -$2.55K -8 -2%
BIA
2844
Bell Investment Advisors
California
$154K +$319 +1 +0.2%
EPW
2845
Evergreen Private Wealth
Colorado
$153K – – –
CSWM
2846
Cassady Schiller Wealth Management
Ohio
$151K +$26.2K +82 +22%
WA
2847
WPG Advisers
Maryland
$150K +$144K +450 New
WWP
2848
WR Wealth Planners
Missouri
$150K +$11.8K +37 +9%
ME
2849
McIlrath & Eck
Washington
$148K +$54.6K +171 +63%
OC
2850
Oakworth Capital
Alabama
$147K +$79.8K +250 +131%
112 113
114
115 116