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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1201
OneDigital Investment Advisors
Kansas
$160K +$15.7K +100 +10%
LWS
1202
Lucia Wealth Services
California
$157K -$1.8M -11,469 -92%
JFA
1203
JNBA Financial Advisors
Minnesota
$157K -$154K -981 -49%
CWA
1204
Clarus Wealth Advisors
Arizona
$157K +$31.8K +203 +24%
CH
1205
Canton Hathaway
Rhode Island
$152K – – –
TC
1206
Trust Company
Kansas
$144K -$3.01M -19,238 -95%
1IA
1207
1834 Investment Advisors
Wisconsin
$144K -$78.4K -500 -34%
LF
1208
Lee Financial
Texas
$144K – – –
FPFS
1209
First Personal Financial Services
North Carolina
$141K +$4.23K +27 +3%
AIM
1210
Advantage Investment Management
Iowa
$141K +$22.9K +146 +19%
AIA
1211
Arcadia Investment Advisors
Idaho
$138K – – –
EFSCE
1212
Enterprise Financial Services Corp (EFSC)
Missouri
$137K -$1.88K -12 -1%
PCP
1213
Proficio Capital Partners
Massachusetts
$135K -$44.8K -286 -24%
PFBT
1214
Parkside Financial Bank & Trust
Missouri
$135K +$11.6K +74 +9%
PCG
1215
Private Capital Group
Connecticut
$133K -$153K -975 -50%
TL
1216
TrueWealth LLC
Georgia
$132K -$47K -300 -26%
PMFA
1217
Plante Moran Financial Advisors
Michigan
$131K +$1.57K +10 +1%
PAM
1218
Paradigm Asset Management
New York
$129K -$31.3K -200 -19%
AP
1219
Arlington Partners
Alabama
$128K – – –
GWM
1220
Geneos Wealth Management
Colorado
$127K -$46.2K -295 -26%
AOWM
1221
Alpha Omega Wealth Management
Virginia
$127K – – –
HFM
1222
Hartford Financial Management
Connecticut
$124K – – –
M
1223
MOTCO
Texas
$124K +$70.4K +449 +121%
AWM
1224
Apollon Wealth Management
South Carolina
$124K +$128K +818 New
HAM
1225
Highstreet Asset Management
Ontario, Canada
$123K -$4.7K -30 -4%
47 48
49
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