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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1051
Rowland Carmichael Advisors
Arizona
$350K +$362K +2,308 New
SWM
1052
Segment Wealth Management
Texas
$349K +$37.6K +240 +12%
AC
1053
Alley Company
Illinois
$349K +$47K +300 +15%
PTC
1054
Petrus Trust Company
Texas
$348K +$156K +994 +76%
HCM
1055
Harvey Capital Management
Florida
$348K +$360K +2,300 New
VFPI
1056
Vantage Financial Partners (Illinois)
Illinois
$346K +$20.7K +132 +6%
ECM
1057
Evergreen Capital Management
Washington
$346K +$67.9K +433 +23%
HH
1058
Hilltop Holdings
Texas
$344K -$77.9K -497 -18%
LOAMS
1059
Lombard Odier Asset Management (Switzerland)
Switzerland
$344K – – –
AIA
1060
Avalon Investment & Advisory
Texas
$342K -$30.6K -195 -8%
BOPW
1061
Brandywine Oak Private Wealth
Pennsylvania
$341K +$3.92K +25 +1%
KMWM
1062
Keudell/Morrison Wealth Management
Oregon
$340K -$5.01K -32 -1%
DC
1063
DeDora Capital
California
$340K +$28.2K +180 +9%
GEA
1064
Glen Eagle Advisors
New Jersey
$337K – – –
RWP
1065
RWA Wealth Partners
Massachusetts
$337K – – –
MPPLM
1066
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$337K +$1.57K +10 +0.5%
HTHT
1067
Hemenway Trust Hemenway Trust
New Hampshire
$336K -$9.4K -60 -3%
WCM
1068
Whitener Capital Management
North Carolina
$336K – – –
TC
1069
TownSquare Capital
Utah
$336K +$108K +690 +43%
GLI
1070
Guardian Life Insurance
New York
$335K – – –
HCM
1071
Hengehold Capital Management
Ohio
$334K – – –
BWL
1072
Bogart Wealth LLC
Virginia
$334K +$84.8K +541 +32%
CIM
1073
CIM Investment Management
Pennsylvania
$333K +$14.6K +93 +4%
CWP
1074
Capital Wealth Planning
Florida
$331K +$342K +2,181 New
CA
1075
Calton & Associates
Florida
$330K -$2.19K -14 -0.6%
41 42
43
44 45