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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1551
Minot Wealth Management
Massachusetts
$633K -$2.43M -11,308 -79%
TRIA
1552
Trail Ridge Investment Advisors
Colorado
$632K +$277K +1,285 +76%
SFG
1553
Synergy Financial Group
California
$627K – – –
SC
1554
Solstein Capital
California
$622K – – –
DBRC
1555
D.B. Root & Company
Pennsylvania
$621K – – –
TA
1556
TFG Advisers
Michigan
$621K +$20.9K +97 +3%
XF
1557
XML Financial
Maryland
$619K +$88.9K +413 +17%
AC
1558
Addison Capital
Pennsylvania
$617K +$170K +790 +37%
TFA
1559
Teamwork Financial Advisors
Texas
$611K -$372K -1,729 -38%
PA
1560
Probity Advisors
Texas
$611K +$89.7K +417 +17%
EHWM
1561
Eads & Heald Wealth Management
Georgia
$610K -$374K -1,737 -38%
SFCL
1562
Strengthening Families & Communities LLC
Massachusetts
$610K -$41.5K -193 -6%
TCM
1563
Teza Capital Management
Illinois
$607K -$782K -3,634 -56%
PGWM
1564
Pitti Group Wealth Management
New York
$607K +$27.8K +129 +5%
CP
1565
Cumberland Partners
Ontario, Canada
$605K +$613K +2,850 New
IRC
1566
Investors Research Corp
Georgia
$602K +$551K +2,561 +938%
PWMAG
1567
Pinnacle Wealth Management Advisory Group
New Jersey
$601K +$609K +2,829 New
GI
1568
Gradient Investments
Minnesota
$599K +$207K +962 +52%
SCI
1569
S&CO Inc
Massachusetts
$598K +$127K +590 +26%
RMDI
1570
R.M. Davis Inc
Maine
$597K -$25K -116 -4%
SC
1571
Saiph Capital
New Jersey
$596K +$33.4K +155 +6%
SB
1572
Sunflower Bank
Texas
$595K +$53.2K +247 +10%
JWS
1573
Juncture Wealth Strategies
Arizona
$594K -$184K -853 -23%
CAAS
1574
Capital Asset Advisory Services
Michigan
$590K -$107K -497 -15%
HLOC
1575
H.L. Ormond & Company
North Carolina
$590K -$12.7K -59 -2%
61 62
63
64 65