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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
1501
Retirement Income Solutions
Michigan
$334K – – –
TWA
1502
TCI Wealth Advisors
Arizona
$332K -$56.3K -257 -16%
SSWM
1503
Sheets Smith Wealth Management
North Carolina
$332K +$289K +1,321 New
JWM
1504
JFG Wealth Management
Colorado
$327K +$285K +1,300 New
FC
1505
Forte Capital
New York
$325K +$13.4K +61 +5%
CA
1506
Claro Advisors
Massachusetts
$325K +$30.9K +141 +12%
IIC
1507
Integrated Investment Consultants
Michigan
$324K +$4.38K +20 +2%
RIM
1508
Rockbridge Investment Management
New York
$323K +$130K +595 +86%
POIA
1509
Pin Oak Investment Advisors
Texas
$321K – – –
LNB
1510
Ledyard National Bank
$321K +$17.7K +81 +7%
GD
1511
Grandfield & Dodd
New York
$320K – – –
MIA
1512
MainStreet Investment Advisors
Illinois
$320K +$16.9K +77 +6%
ER
1513
Enlightenment Research
Florida
$319K +$278K +1,270 New
FFG
1514
Frisch Financial Group
New York
$314K +$273K +1,249 New
BB
1515
Busey Bank
Illinois
$313K – – –
DDC
1516
DF Dent & Co
Maryland
$312K – – –
CP
1517
Camelot Portfolios
Ohio
$311K +$24.1K +110 +10%
AUB
1518
Atlantic Union Bankshares
Virginia
$309K -$2.63K -12 -1%
AWM
1519
Apollon Wealth Management
South Carolina
$309K +$79.2K +362 +42%
FP
1520
Foundry Partners
Minnesota
$308K – – –
SIC
1521
Samalin Investment Counsel
New York
$307K -$6.57K -30 -2%
FANJ
1522
Financial Architects (New Jersey)
New Jersey
$307K +$89.3K +408 +50%
MCG
1523
MACRO Consulting Group
New Jersey
$306K -$7.88K -36 -3%
TM
1524
Titan Managers
Arizona
$306K +$266K +1,216 New
AAS
1525
Annex Advisory Services
Wisconsin
$306K +$267K +1,219 New
59 60
61
62 63