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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1226
Geneos Wealth Management
Colorado
$179K -$3.41K -22 -2%
SBL
1227
Sargent Bickham Lagudis
Colorado
$178K -$12.4K -80 -7%
LWM
1228
Lenox Wealth Management
Ohio
$173K -$1.86K -12 -1%
FRA
1229
Front Row Advisors
California
$170K – – –
PAM
1230
Paradigm Asset Management
New York
$166K – – –
VC
1231
Vestor Capital
Illinois
$162K +$159K +1,025 New
KC
1232
Knuff & Co
California
$159K +$38.7K +250 +33%
HIIFS
1233
Harel Insurance Investments & Financial Services
Israel
$158K -$234K -1,510 -60%
CH
1234
Canton Hathaway
Rhode Island
$158K +$155K +1,000 New
RCM
1235
Requisite Capital Management
Texas
$158K +$155K +1,000 New
GTAM
1236
Global Trust Asset Management
Florida
$151K -$361K -2,332 -71%
OIA
1237
OneDigital Investment Advisors
Kansas
$151K +$97K +626 +191%
WWM
1238
Willingdon Wealth Management
North Carolina
$150K -$109K -705 -43%
LF
1239
Lee Financial
Texas
$150K +$147K +950 New
EFSCE
1240
Enterprise Financial Services Corp (EFSC)
Missouri
$145K +$95.5K +616 +205%
AIA
1241
Arcadia Investment Advisors
Idaho
$144K -$32.4K -209 -19%
AWM
1242
Aevitas Wealth Management
Massachusetts
$143K – – –
FPFS
1243
First Personal Financial Services
North Carolina
$143K +$29.4K +190 +27%
MA
1244
MUFG Americas
New York
$140K +$90.7K +585 +195%
FHA
1245
First Horizon Advisors
Tennessee
$139K +$38.1K +246 +39%
WCM
1246
WealthBridge Capital Management
Ohio
$135K +$30.8K +199 +30%
PMFA
1247
Plante Moran Financial Advisors
Michigan
$135K +$51.3K +331 +64%
AP
1248
Arlington Partners
Alabama
$134K +$131K +844 New
KPW
1249
Kore Private Wealth
New York
$133K -$386K -2,493 -75%
HAM
1250
Highstreet Asset Management
Ontario, Canada
$133K +$130K +838 New
48 49
50
51 52