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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1101
Whitener Capital Management
North Carolina
$365K +$38K +250 +11%
HH
1102
Hilltop Holdings
Texas
$363K +$27.1K +178 +8%
BWL
1103
Bogart Wealth LLC
Virginia
$363K +$36.6K +241 +11%
FNT
1104
First Nebraska Trust
Nebraska
$360K – – –
HT
1105
Heritage Trust
Oklahoma
$359K – – –
SIM
1106
SSI Investment Management
California
$358K -$304 -2 -0.1%
RCA
1107
Rowland Carmichael Advisors
Arizona
$355K +$12.9K +85 +4%
KMWM
1108
Keudell/Morrison Wealth Management
Oregon
$354K -$2.13K -14 -0.6%
TFGT
1109
TS Financial Group (TSFG)
Illinois
$352K +$1.52K +10 +0.4%
RWP
1110
RWA Wealth Partners
Massachusetts
$352K +$22.8K +150 +7%
MAM
1111
Meeder Asset Management
Ohio
$351K +$75.8K +499 +27%
HPC
1112
HM Payson & Co
Maine
$350K -$163K -1,070 -31%
PWPS
1113
Pinnacle Wealth Planning Services
Ohio
$350K +$147K +968 +70%
MAFM
1114
Mid Atlantic Financial Management
Pennsylvania
$344K -$198K -1,305 -36%
BPA
1115
Beacon Pointe Advisors
California
$343K -$70.2K -462 -17%
WPW
1116
Waldron Private Wealth
Pennsylvania
$343K +$352K +2,313 New
AC
1117
Alley Company
Illinois
$341K – – –
HCM
1118
Harvey Capital Management
Florida
$341K – – –
OPFM
1119
Optimus Prime Fund Management
Cayman Islands
$341K +$106K +700 +44%
GSBTD
1120
Glenview State Bank Trust Department
Illinois
$341K +$350K +2,300 New
DWT
1121
Dorsey & Whitney Trust
South Dakota
$338K +$70.2K +462 +25%
QCIG
1122
Quad-Cities Investment Group
Iowa
$335K -$8.36K -55 -2%
MPPLM
1123
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$334K +$5.17K +34 +2%
UIA
1124
UBP Investment Advisors
Switzerland
$333K +$97.3K +640 +40%
TA
1125
TFG Advisers
Michigan
$333K +$342K +2,249 New
43 44
45
46 47