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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1576
Frisch Financial Group
New York
$362K +$75.2K +338 +25%
MP
1577
McDonald Partners
Ohio
$362K +$93.9K +422 +33%
PIA
1578
Pinion Investment Advisors
Kansas
$361K +$35K +157 +10%
MIC
1579
Meridian Investment Counsel
California
$360K – – –
TSS
1580
Two Sigma Securities
New York
$359K -$358K -1,610 -49%
WA
1581
WBH Advisory
Maryland
$358K – – –
CC
1582
Caxton Corporation
New Jersey
$358K +$139K +626 +59%
UH
1583
Unigestion Holding
Switzerland
$355K -$2.15M -9,662 -85%
CMI
1584
Clare Market Investments
Texas
$354K -$67.9K -305 -15%
NFSG
1585
Newbridge Financial Services Group
Florida
$353K -$161K -725 -30%
ACM
1586
Advisors Capital Management
New Jersey
$353K +$4.45K +20 +1%
NJBEST
1587
New Jersey Better Educational Savings Trust
New Jersey
$351K -$209K -940 -36%
SWP
1588
Strategic Wealth Partners
Ohio
$350K -$396K -1,779 -52%
CWP
1589
Curated Wealth Partners
California
$350K -$106K -477 -22%
DL
1590
DOHJ LLC
Washington
$349K +$367K +1,648 New
MPPLM
1591
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$348K -$484K -2,175 -47%
CCA
1592
Childress Capital Advisors
Texas
$347K +$214K +962 +142%
CCA
1593
Cobblestone Capital Advisors
New York
$346K – – –
RT
1594
Rockland Trust
Massachusetts
$345K +$19.1K +86 +6%
PFA
1595
Pathway Financial Advisors
Vermont
$343K – – –
MCM
1596
Mengis Capital Management
Oregon
$341K +$359K +1,611 New
SXL
1597
Summit X LLC
Missouri
$339K -$64.6K -290 -15%
KCPG
1598
Kavar Capital Partners Group
Kansas
$339K +$22.3K +100 +7%
TF
1599
Tompkins Financial
New York
$338K – – –
BCM
1600
Brookstone Capital Management
Illinois
$334K -$626K -2,813 -64%
62 63
64
65 66