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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1026
Harfst & Associates
Wyoming
$276K +$8.25K +60 +3%
AC
1027
Alley Company
Illinois
$274K – – –
CA
1028
Calton & Associates
Florida
$274K +$80.6K +586 +42%
NJBEST
1029
New Jersey Better Educational Savings Trust
New Jersey
$274K +$275K +2,000 New
SM
1030
SG3 Management
Puerto Rico
$274K +$275K +2,000 New
ACM
1031
Aviance Capital Management
Florida
$273K -$144K -1,050 -35%
PI
1032
Parkside Investments
Illinois
$273K – – –
DWA
1033
Dougherty Wealth Advisers
Minnesota
$273K +$242K +1,760 New
SWA
1034
Sutton Wealth Advisors
Florida
$271K +$16.6K +121 +7%
JFL
1035
Jarislowsky, Fraser Ltd
Quebec, Canada
$270K – – –
AAM
1036
American Asset Management
Florida
$270K +$5.5K +40 +2%
BDF
1037
Balasa Dinverno & Foltz
$270K +$52.5K +382 +24%
TF
1038
Tompkins Financial
New York
$265K -$3.44K -25 -1%
VFPI
1039
Vantage Financial Partners (Illinois)
Illinois
$260K +$261K +1,900 New
TC
1040
TownSquare Capital
Utah
$259K +$224K +1,629 New
CMBA
1041
C.M. Bidwell & Associates
Hawaii
$258K +$2.06K +15 +0.8%
CCM
1042
Community Capital Management
Florida
$258K +$259K +1,884 New
FUBT
1043
First United Bank & Trust
Maryland
$258K +$259K +1,885 New
ACS
1044
Archford Capital Strategies
Illinois
$256K +$213K +1,550 +483%
FMTC
1045
Farmers & Merchants Trust Company
California
$256K +$257K +1,870 New
HR
1046
Hayden Royal
North Carolina
$249K +$250K +1,817 New
EWA
1047
EP Wealth Advisors
California
$248K -$30.9K -225 -11%
MFW
1048
Meristem Family Wealth
Minnesota
$248K +$3.44K +25 +1%
ECM
1049
Evergreen Capital Management
Washington
$248K +$32.7K +238 +15%
FHC
1050
First Heartland Consultants
Missouri
$247K -$43.1K -313 -15%
40 41
42
43 44