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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1101
Archford Capital Strategies
Illinois
$51K – – –
PCTC
1102
Perkins Coie Trust Company
Washington
$51K – – –
SMG
1103
Spectrum Management Group
Indiana
$51K +$47.2K +318 New
PCP
1104
Proficio Capital Partners
Massachusetts
$50K +$1.04K +7 +2%
AF
1105
Advisornet Financial
Minnesota
$49K -$9.64K -65 -17%
WAP
1106
Wealthcare Advisory Partners
Pennsylvania
$49K – – –
RWM
1107
Raffa Wealth Management
District of Columbia
$48K – – –
MFBTD
1108
MB Financial Bank - Trust Department
Illinois
$48K +$39.6K +267 +763%
RMC
1109
Resources Management Corp
Connecticut
$47K +$44.5K +300 New
PGWM
1110
Parisi Gray Wealth Management
New Jersey
$46K – – –
PCA
1111
Providence Capital Advisors
North Carolina
$46K – – –
ATC
1112
Adirondack Trust Company
New York
$45K +$2.23K +15 +6%
CWA
1113
Clarus Wealth Advisors
Arizona
$45K +$21.5K +145 +103%
SAM
1114
Shamrock Asset Management
Texas
$45K +$26.7K +180 +180%
CB
1115
Community Bank
New York
$44K – – –
LA
1116
Legacy Advisors
Pennsylvania
$44K +$7.42K +50 +22%
VEA
1117
Virtus ETF Advisers
New York
$44K +$41.1K +277 New
TFO
1118
Tarbox Family Office
California
$43K – – –
MA
1119
MUFG Americas
New York
$43K +$27.6K +186 +219%
BWA
1120
BDO Wealth Advisors
Florida
$40K – – –
LJHT
1121
Laurie J. Hall Trustee
$40K – – –
CFGS
1122
Concourse Financial Group Securities
Alabama
$39K +$36.5K +246 New
ACA
1123
Atlas Capital Advisors
Wyoming
$38K – – –
EFSCE
1124
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$7.42K +50 +26%
HR
1125
Howe & Rusling
New York
$38K +$35.9K +242 New
43 44
45
46 47