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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
1476
Quantinno Capital Management
New York
$479K – – –
SWA
1477
Sutton Wealth Advisors
Florida
$479K +$4.38K +18 +0.8%
EI
1478
Ellevest Inc
New York
$475K -$72.5K -298 -12%
ADL
1479
Asset Dedication LLC
California
$474K +$119K +490 +30%
CWP
1480
Curated Wealth Partners
California
$474K +$518K +2,130 New
HTHT
1481
Hemenway Trust Hemenway Trust
New Hampshire
$472K -$51.6K -212 -9%
MSR
1482
Main Street Research
Connecticut
$471K +$13.6K +56 +3%
CP
1483
Camelot Portfolios
Ohio
$467K +$210K +862 +70%
VHAM
1484
Van Hulzen Asset Management
California
$465K -$4.39M -18,050 -90%
KPW
1485
Kore Private Wealth
New York
$464K +$246K +1,010 +94%
CC
1486
Cadinha & Co
Hawaii
$462K +$181K +745 +56%
SCP
1487
Shorepoint Capital Partners
Massachusetts
$462K +$505K +2,078 New
KOMWMG
1488
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$458K +$233K +959 +87%
OAM
1489
Occidental Asset Management
California
$457K +$10.9K +45 +2%
GAMC
1490
Garner Asset Management Corp
Texas
$456K – – –
WOC
1491
West Oak Capital
California
$453K +$483K +1,985 +3,970%
NF
1492
Nikulski Financial
Iowa
$452K -$12.2K -50 -2%
SHWM
1493
Silicon Hills Wealth Management
Texas
$450K -$66.9K -275 -12%
FPF
1494
First Pacific Financial
Washington
$450K +$492K +2,022 New
AWM
1495
Accel Wealth Management
Iowa
$450K +$492K +2,024 New
FMTC
1496
Farmers & Merchants Trust Company
California
$447K -$1.46K -6 -0.3%
IAN
1497
Integrated Advisors Network
Texas
$446K +$26K +107 +6%
VFM
1498
Vivid Financial Management
California
$446K +$488K +2,006 New
AC
1499
Alley Company
Illinois
$445K – – –
RPWA
1500
Regent Peak Wealth Advisors
Georgia
$445K +$78.3K +322 +19%
58 59
60
61 62