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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1351
First Command Bank
Texas
$25K – – –
FCFS
1352
First Command Financial Services
Texas
$25K – – –
TFA
1353
Toth Financial Advisory
Virginia
$25K – – –
LFA
1354
Legacy Financial Advisors
Kentucky
$25K +$10.8K +70 +81%
AWM
1355
Avondale Wealth Management
Texas
$25K +$12.4K +80 +100%
KFS
1356
Kelly Financial Services
Massachusetts
$23.8K +$23.3K +150 New
MFW
1357
Mosaic Family Wealth
Missouri
$23K +$7.13K +46 +46%
CJA
1358
C-J Advisory
California
$23K +$15.5K +100 +244%
CFA
1359
Camarda Financial Advisors
Florida
$23K +$22.9K +148 New
MSA
1360
Marino Stram & Associates
Massachusetts
$22K – – –
CT
1361
Clearstead Trust
Maine
$22K +$10.5K +68 +100%
MPWT
1362
MassMutual Private Wealth & Trust
Connecticut
$21.5K +$10.2K +66 +94%
HL
1363
Harding Loevner
New Jersey
$21K – – –
WCG
1364
Weaver Consulting Group
California
$21K +$21.4K +138 New
CFD
1365
Creative Financial Designs
Indiana
$17K – – –
LWM
1366
Liberty Wealth Management
California
$17K +$1.08K +7 +7%
EI
1367
Ellevest Inc
New York
$17K +$7.44K +48 +80%
CAL
1368
Capital Advisors Ltd
Ohio
$16K – – –
MFBTD
1369
MB Financial Bank - Trust Department
Illinois
$16K – – –
POIA
1370
Pin Oak Investment Advisors
Texas
$16K +$15.8K +102 New
WC
1371
Westwind Capital
New Mexico
$15K – – –
ME
1372
McIlrath & Eck
Washington
$15K +$5.12K +33 +52%
SWP
1373
Strategic Wealth Partners
Ohio
$15K +$7.75K +50 +119%
BHWM
1374
Bay Harbor Wealth Management
Maryland
$13K – – –
HCM
1375
Hilton Capital Management
New York
$13K – – –
53 54
55
56 57