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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1126
R.M. Davis Inc
Maine
$330K +$29.9K +197 +10%
EWA
1127
Exencial Wealth Advisors
Oklahoma
$329K -$188K -1,239 -36%
CWP
1128
Capital Wealth Planning
Florida
$329K +$5.93K +39 +2%
MYIA
1129
Mount Yale Investment Advisors
Colorado
$329K +$79.6K +524 +35%
GEA
1130
Glen Eagle Advisors
New Jersey
$328K -$2.13K -14 -0.6%
HCM
1131
Hengehold Capital Management
Ohio
$327K – – –
MIC
1132
Meridian Investment Counsel
California
$326K +$334K +2,199 New
SWA
1133
Sutton Wealth Advisors
Florida
$326K +$27.5K +181 +9%
LHC
1134
Little House Capital
Massachusetts
$322K -$23.9K -157 -7%
BBHC
1135
Brown Brothers Harriman & Co
New York
$320K +$4.71K +31 +1%
HA
1136
Harfst & Associates
Wyoming
$320K +$12K +79 +4%
RPC
1137
Rossmore Private Capital
Connecticut
$319K – – –
GCP
1138
GSA Capital Partners
United Kingdom
$317K -$1.62M -10,688 -83%
WANY
1139
Wealthspire Advisors (New York)
New York
$317K +$324K +2,133 New
ECG
1140
Edge Capital Group
Georgia
$316K +$122K +800 +60%
P
1141
&Partners
Tennessee
$315K -$3.95K -26 -1%
DCM
1142
Donaldson Capital Management
Indiana
$312K +$80.2K +528 +34%
ST
1143
Smithfield Trust
Pennsylvania
$310K +$87.2K +574 +38%
9WM
1144
9258 Wealth Management
Ohio
$309K +$7.9K +52 +3%
HKAM
1145
Horizon Kinetics Asset Management
New York
$307K -$9.12K -60 -3%
PFS
1146
Prospera Financial Services
Texas
$307K +$42.2K +278 +16%
MFG
1147
Magnus Financial Group
New York
$306K – – –
FNBOH
1148
First National Bank of Hutchinson
Kansas
$306K +$314K +2,064 New
AF
1149
Allworth Financial
California
$305K – – –
AP
1150
Appleton Partners
Massachusetts
$304K – – –
44 45
46
47 48