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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1201
Eads & Heald Wealth Management
Georgia
$990K +$1.08M +4,449 New
ANB
1202
Amarillo National Bank
Texas
$982K – – –
FCA
1203
FLC Capital Advisors
California
$982K +$59.6K +245 +6%
AMC
1204
Asset Management Corp
Illinois
$981K +$572K +2,352 +105%
1SB
1205
1ST Source Bank
Indiana
$979K +$6.08K +25 +0.6%
BCM
1206
Brookstone Capital Management
Illinois
$977K +$96.1K +395 +10%
VFG
1207
V2 Financial group
Illinois
$975K +$1.07M +4,381 New
AB
1208
Atlas Brown
Kentucky
$971K +$63.7K +262 +6%
W
1209
WealthStone
Ohio
$968K +$730 +3 +0.1%
WWM
1210
Wolff Wiese Magana
California
$966K +$1.05M +4,337 New
BMM
1211
Buffington Mohr McNeal
Idaho
$962K +$596K +2,450 +131%
JWS
1212
Juncture Wealth Strategies
Arizona
$961K -$36.2K -149 -3%
SIG
1213
Sargent Investment Group
Maryland
$957K – – –
SIG
1214
Sky Investment Group
Connecticut
$957K +$117K +480 +13%
BWAM
1215
Boyd Watterson Asset Management
Ohio
$955K -$228K -937 -18%
CBTWT
1216
Community Bank & Trust (Waco, Texas)
Texas
$955K +$51.3K +211 +5%
VWM
1217
Vigilare Wealth Management
Arizona
$954K +$125K +512 +14%
CI
1218
CX Institutional
Indiana
$953K +$852K +3,505 +449%
MFW
1219
Meristem Family Wealth
Minnesota
$952K – – –
GSWM
1220
Golden State Wealth Management
California
$952K +$675K +2,775 +185%
MAM
1221
Meeder Asset Management
Ohio
$945K -$6.26M -25,733 -86%
SBSB
1222
Sullivan, Bruyette, Speros & Blaney
Virginia
$943K +$270K +1,111 +36%
CRI
1223
Colonial River Investments
Virginia
$943K +$970K +3,987 New
PP
1224
Professional Planning
California
$942K +$1.03M +4,234 New
FWA
1225
FOCUS Wealth Advisors
Texas
$940K +$1.03M +4,225 New
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