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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
UONDDL
1201
University of Notre Dame du Lac
Indiana
$1.22M -$11.2M -48,688 -91%
SIG
1202
Sky Investment Group
Connecticut
$1.21M +$36.9K +160 +3%
BCM
1203
Brown Capital Management
Maryland
$1.21M -$12.7K -55 -1%
DP
1204
Denver PWM
Colorado
$1.21M – – –
LB
1205
Legacy Bridge
Iowa
$1.2M -$5.76K -25 -0.5%
MAFM
1206
Mid Atlantic Financial Management
Pennsylvania
$1.2M +$99.3K +431 +10%
FMTC
1207
Farmers & Merchants Trust Company
California
$1.2M +$669K +2,903 +144%
RAM
1208
Redmond Asset Management
Virginia
$1.2M -$19.4K -84 -2%
BCA
1209
Berman Capital Advisors
Georgia
$1.19M +$456K +1,980 +68%
CPA
1210
Capital Planning Advisors
California
$1.19M -$1.09M -4,741 -49%
MA
1211
Montag & Associates
Georgia
$1.19M -$582K -2,525 -34%
RWB
1212
RMR Wealth Builders
New Jersey
$1.18M -$130K -565 -10%
GSWM
1213
Golden State Wealth Management
California
$1.18M +$349K +1,514 +46%
JWM
1214
Jupiter Wealth Management
Colorado
$1.17M +$272K +1,179 +34%
MRCM
1215
M&R Capital Management
New Jersey
$1.17M +$225K +975 +26%
HL
1216
HeadInvest LLC
Maine
$1.16M +$48.4K +210 +5%
FCA
1217
FLC Capital Advisors
California
$1.16M – – –
NF
1218
Nikulski Financial
Iowa
$1.16M +$569K +2,467 +107%
LS
1219
Leelyn Smith
Illinois
$1.15M -$288K -1,250 -21%
SAG
1220
Spotlight Asset Group
Illinois
$1.15M +$27.4K +119 +3%
CC
1221
Centiva Capital
New York
$1.15M +$1.08M +4,707 New
PWAG
1222
Polaris Wealth Advisory Group
California
$1.15M -$190K -826 -15%
FFS
1223
Founders Financial Securities
Maryland
$1.15M +$367K +1,591 +51%
AFS
1224
Aft Forsyth & Sober
Florida
$1.15M – – –
CRWM
1225
Castle Rock Wealth Management
California
$1.15M -$186K -809 -15%
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