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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1351
StrongBox Wealth
Missouri
$351K +$316K +1,876 New
FPS
1352
Fieldpoint Private Securities
Connecticut
$348K +$18.4K +109 +6%
LCM
1353
Laurion Capital Management
New York
$347K -$19.6M -116,262 -98%
CRWM
1354
Castle Rock Wealth Management
California
$346K +$81.4K +483 +39%
FWP
1355
FAS Wealth Partners
Kansas
$345K – – –
HTHT
1356
Hemenway Trust Hemenway Trust
New Hampshire
$342K -$13.6K -81 -4%
AA
1357
Ancora Advisors
Ohio
$341K +$1.35K +8 +0.4%
CBFP
1358
Cedar Brook Financial Partners
Ohio
$339K -$505 -3 -0.2%
CCP
1359
Cardan Capital Partners
Colorado
$339K +$305K +1,812 New
CWA
1360
Clarity Wealth Advisors
California
$338K +$31.5K +187 +12%
SIAS
1361
Shine Investment Advisory Services
Colorado
$338K +$44.7K +265 +17%
TYCC
1362
Texas Yale Capital Corp
Florida
$333K – – –
DWA
1363
Dougherty Wealth Advisers
Minnesota
$330K – – –
GA
1364
Geller Advisors
New York
$330K +$297K +1,764 New
NF
1365
Nikulski Financial
Iowa
$329K – – –
TPA
1366
Trivium Point Advisory
Connecticut
$329K +$280K +1,663 New
MWM
1367
Mattern Wealth Management
Kansas
$327K +$21.1K +125 +8%
CIP
1368
Convergence Investment Partners
Florida
$327K +$24.3K +144 +9%
FCA
1369
FinTrust Capital Advisors
South Carolina
$326K -$475K -2,822 -62%
MG
1370
Mather Group
Illinois
$326K -$4.72K -28 -2%
AWM
1371
Atticus Wealth Management
Florida
$325K +$197K +1,172 +208%
WP
1372
WMS Partners
Maryland
$324K – – –
IAN
1373
Integrated Advisors Network
Texas
$322K -$168 -1 -0.1%
SIA
1374
Starfire Investment Advisers
Michigan
$321K – – –
CFGS
1375
Concourse Financial Group Securities
Alabama
$321K +$121K +718 +72%
53 54
55
56 57