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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1376
HeadInvest LLC
Maine
$319K +$27.6K +164 +11%
MIC
1377
Meridian Investment Counsel
California
$318K -$131K -775 -31%
AP
1378
Adero Partners
California
$317K -$30K -178 -10%
TF
1379
Tompkins Financial
New York
$314K -$19.9K -118 -7%
PFG
1380
PAX Financial Group
Texas
$310K +$58.3K +346 +26%
XF
1381
XML Financial
Maryland
$309K +$43.5K +258 +19%
PCM
1382
Poehling Capital Management
Wisconsin
$309K +$278K +1,648 New
AWM
1383
Aevitas Wealth Management
Massachusetts
$308K +$39.8K +236 +17%
NAS
1384
Nicolet Advisory Services
Wisconsin
$307K – – –
CMI
1385
Clare Market Investments
Texas
$306K -$163K -970 -37%
QCIG
1386
Quad-Cities Investment Group
Iowa
$306K – – –
TNA
1387
True North Advisors
Texas
$305K -$5.9K -35 -2%
WG
1388
Winton Group
United Kingdom
$304K -$1.89M -11,190 -87%
VSWA
1389
Vontobel Swiss Wealth Advisors
Switzerland
$304K -$57.6K -342 -17%
WA
1390
WBH Advisory
Maryland
$304K +$274K +1,627 New
WP
1391
WealthPLAN Partners
Nebraska
$303K +$262K +1,555 New
PFGIA
1392
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$5.73K +34 +2%
HWA
1393
Heritage Wealth Advisors
Virginia
$301K – – –
WIA
1394
World Investment Advisors
California
$301K -$7.08K -42 -3%
SW
1395
SlateStone Wealth
Florida
$301K +$271K +1,608 New
AWCI
1396
Alpine Woods Capital Investors
New York
$300K +$270K +1,600 New
IF
1397
Intrua Financial
Texas
$299K +$258K +1,534 New
CCA
1398
Cobblestone Capital Advisors
New York
$297K -$185K -1,098 -41%
TWA
1399
TCI Wealth Advisors
Arizona
$296K -$7.92K -47 -3%
KPCM
1400
Kings Point Capital Management
New York
$296K -$6.74K -40 -2%
54 55
56
57 58