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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1351
Covenant Partners
Tennessee
$224K +$216K +1,378 New
FAM
1352
Formidable Asset Management
Ohio
$222K +$192K +1,222 New
OCM
1353
One Capital Management
California
$221K – – –
SIM
1354
Sonora Investment Management
Arizona
$221K +$4.23K +27 +2%
FNBT
1355
FineMark National Bank & Trust
Florida
$221K +$213K +1,361 New
CAM
1356
Claret Asset Management
Quebec, Canada
$219K +$211K +1,344 New
ACM
1357
Advisors Capital Management
New Jersey
$219K +$211K +1,347 New
HJMC
1358
Hellman Jordan Management Company
Massachusetts
$218K -$5.33K -34 -2%
JF
1359
JSF Financial
California
$218K +$211K +1,343 New
FMT
1360
First Mercantile Trust
Tennessee
$217K +$102K +650 +95%
ECG
1361
Edge Capital Group
Georgia
$216K -$125K -800 -38%
RIS
1362
Retirement Income Solutions
Michigan
$216K +$208K +1,330 New
PFGIA
1363
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$30.7K -196 -13%
BFM
1364
Boston Financial Management
Massachusetts
$214K +$207K +1,318 New
AAM
1365
American Asset Management
Florida
$212K -$11.8K -75 -5%
BB
1366
Busey Bank
Illinois
$212K +$204K +1,302 New
BO
1367
BRR OpCo
Ohio
$212K +$204K +1,303 New
PV
1368
Private Vista
Illinois
$212K +$206K +1,312 New
CBFP
1369
Cedar Brook Financial Partners
Ohio
$211K -$42.8K -273 -17%
LWM
1370
Lenox Wealth Management
Ohio
$210K -$56.1K -358 -22%
KCPG
1371
Kavar Capital Partners Group
Kansas
$207K +$200K +1,274 New
IIC
1372
Integrated Investment Consultants
Michigan
$206K +$199K +1,269 New
RWM
1373
Ritholtz Wealth Management
New York
$205K +$198K +1,261 New
SFG
1374
Sather Financial Group
Texas
$204K +$197K +1,255 New
GD
1375
Grandfield & Dodd
New York
$203K +$195K +1,246 New
53 54
55
56 57