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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1326
Spectrum Management Group
Indiana
$38K +$37K +239 New
AIM
1327
Anchor Investment Management
South Carolina
$37.5K +$30.2K +195 +464%
LJHT
1328
Laurie J. Hall Trustee
$36K -$3.1K -20 -8%
LA
1329
Legacy Advisors
Pennsylvania
$36K +$35.5K +229 New
ADL
1330
Asset Dedication LLC
California
$35K +$10.5K +68 +45%
APC
1331
Aspire Private Capital
North Carolina
$34K -$7.75K -50 -19%
TNBTD
1332
Trustmark National Bank Trust Department
Mississippi
$34K +$31K +200 +1,333%
GWS
1333
Glassman Wealth Services
Virginia
$33K +$9.46K +61 +42%
BAM
1334
Barrett Asset Management
New York
$32K – – –
WOC
1335
West Oak Capital
California
$32K – – –
HGWM
1336
Harvest Group Wealth Management
Massachusetts
$32K +$31K +200 New
JWM
1337
Janiczek Wealth Management
Colorado
$32K +$31K +200 New
BAMG
1338
Brand Asset Management Group
Missouri
$30K +$29.8K +192 New
CA
1339
Crewe Advisors
Utah
$29K – – –
CHC
1340
City Holding Co
West Virginia
$28K – – –
MSFP
1341
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
PWM
1342
PRW Wealth Management
Massachusetts
$28K – – –
VCM
1343
Versant Capital Management
Arizona
$28K – – –
CIAS
1344
Capital Investment Advisory Services
North Carolina
$28K +$4.65K +30 +21%
AIM
1345
Arcadia Investment Management
Michigan
$28K +$10.5K +68 +63%
AC
1346
Avestar Capital
New York
$28K +$15.5K +100 +109%
CI
1347
CX Institutional
Indiana
$28K +$22.5K +145 +426%
CB
1348
Community Bank
New York
$27K – – –
CFG
1349
Citizens Financial Group
Rhode Island
$27K +$26.5K +171 New
LFG
1350
Larson Financial Group
Missouri
$25K -$775 -5 -3%
52 53
54
55 56