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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1626
GYL Financial Synergies
Connecticut
$227K +$198K +904 New
CCM
1627
Cohen Capital Management
California
$227K +$198K +905 New
TAM
1628
Taurus Asset Management
New York
$226K +$197K +898 New
PWAP
1629
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$226K +$197K +899 New
SWM
1630
Sculati Wealth Management
Michigan
$226K +$197K +900 New
PCMC
1631
Private Capital Management (Colorado)
Colorado
$224K +$195K +893 New
PFBT
1632
Parkside Financial Bank & Trust
Missouri
$223K +$6.79K +31 +4%
BW
1633
Bison Wealth
Georgia
$222K +$193K +882 New
HTC
1634
Haverford Trust Company
Pennsylvania
$222K +$193K +882 New
GLA
1635
Good Life Advisors
Pennsylvania
$220K +$190K +869 New
SFSG
1636
Stearns Financial Services Group
North Carolina
$219K -$121K -553 -39%
SL
1637
Stevard LLC
Illinois
$218K +$190K +868 New
LC
1638
Lavaca Capital
Texas
$217K +$189K +862 New
DLA
1639
Douglas Lane & Associates
New York
$215K +$187K +856 New
AIM
1640
Anchor Investment Management
South Carolina
$213K +$17.7K +81 +11%
TA
1641
Trellis Advisors
Washington
$213K +$185K +844 New
CWG
1642
Cornerstone Wealth Group
North Carolina
$212K -$2.14M -9,776 -92%
AP
1643
Arlington Partners
Alabama
$212K – – –
CIC
1644
Carnegie Investment Counsel
Ohio
$212K +$185K +843 New
ITIM
1645
Indiana Trust & Investment Management
Indiana
$212K +$185K +844 New
AI
1646
Accredited Investors
Minnesota
$211K +$184K +839 New
IGGA
1647
Iron Gate Global Advisors
Utah
$211K +$184K +840 New
APW
1648
Austin Private Wealth
Texas
$210K -$55.8K -255 -23%
DHFB
1649
Dixon Hubard Feinour & Brown
Virginia
$210K +$183K +835 New
PAG
1650
Private Advisory Group
Washington
$210K +$183K +835 New
64 65
66
67 68