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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1576
Tompkins Financial
New York
$354K -$18.7K -77 -5%
HWA
1577
Heritage Wealth Advisors
Virginia
$353K +$4.86K +20 +1%
SBL
1578
Sargent Bickham Lagudis
Colorado
$352K +$23.6K +97 +7%
WAP
1579
Wealthcare Advisory Partners
Pennsylvania
$352K +$40.9K +168 +12%
PL
1580
Plancorp LLC
Missouri
$352K +$190K +783 +98%
SIM
1581
SSI Investment Management
California
$351K -$172K -708 -31%
CB
1582
CNB Bank
Pennsylvania
$351K +$2.92K +12 +0.8%
NP
1583
NorthRock Partners
Minnesota
$351K +$19.7K +81 +5%
SW
1584
StrongBox Wealth
Missouri
$350K -$130K -536 -25%
CBT
1585
CoreFirst Bank & Trust
Kansas
$349K +$382K +1,569 New
PFGIA
1586
Patriot Financial Group Insurance Agency
Massachusetts
$347K -$2.92K -12 -0.8%
LA
1587
LexAurum Advisors
Kansas
$345K +$21.2K +87 +6%
VC
1588
Vicus Capital
Pennsylvania
$345K +$37.5K +154 +11%
MA
1589
MJP Associates
Connecticut
$345K +$377K +1,552 New
RT
1590
Rockland Trust
Massachusetts
$344K -$15.3K -63 -4%
TC
1591
Truvestments Capital
Florida
$344K +$36.5K +150 +11%
WWP
1592
Waypoint Wealth Partners
California
$344K +$376K +1,545 New
PIA
1593
Pinion Investment Advisors
Kansas
$344K +$376K +1,548 New
BWP
1594
Baldwin Wealth Partners
Massachusetts
$343K +$219K +900 +140%
CCMW
1595
Cypress Capital Management (Wyoming)
Wyoming
$340K -$972K -3,998 -72%
CCT
1596
Country Club Trust
Missouri
$338K +$370K +1,522 New
AIM
1597
Axiom Investment Management
New York
$336K +$690K +2,838 +241%
JWM
1598
Jupiter Wealth Management
Colorado
$334K – – –
KCPG
1599
Kavar Capital Partners Group
Kansas
$334K – – –
NME
1600
Notis-McConarty Edward
$334K – – –
62 63
64
65 66