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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
1626
Fieldpoint Private Securities
Connecticut
$500K -$40.6K -160 -8%
ICG
1627
InterOcean Capital Group
Tennessee
$495K -$301K -1,187 -39%
TCM
1628
Tradewinds Capital Management
Washington
$493K – – –
LIM
1629
Leavell Investment Management
Alabama
$492K +$101K +397 +28%
CAM
1630
Crestone Asset Management
Colorado
$492K +$126K +496 +38%
CCP
1631
Cardan Capital Partners
Colorado
$491K – – –
CAM
1632
CenterStar Asset Management
Illinois
$490K – – –
CAM
1633
Cubic Asset Management
Massachusetts
$488K – – –
1W
1634
1776 Wealth
Georgia
$487K +$69.1K +272 +18%
PB
1635
Pinnacle Bancorp
Nebraska
$484K -$11.9K -47 -3%
RB
1636
Renasant Bank
Mississippi
$484K -$2.29K -9 -0.5%
NWA
1637
New World Advisors
Massachusetts
$481K +$417K +1,643 New
FA
1638
Financial Avengers
California
$478K – – –
NAS
1639
Nicolet Advisory Services
Wisconsin
$478K +$82.8K +326 +23%
DWA
1640
Dougherty Wealth Advisers
Minnesota
$477K – – –
JFA
1641
JNBA Financial Advisors
Minnesota
$476K +$35.8K +141 +9%
MG
1642
Markel Group
Virginia
$475K – – –
WRM
1643
Weybosset Research & Management
Rhode Island
$475K +$31.7K +125 +8%
TFCP
1644
Twin Focus Capital Partners
Massachusetts
$474K +$9.65K +38 +2%
MSR
1645
Main Street Research
Connecticut
$471K +$126K +495 +40%
MWM
1646
Mattern Wealth Management
Kansas
$469K – – –
HWMA
1647
Heritage Wealth Management (Arizona)
Arizona
$468K -$62.2K -245 -12%
KCPG
1648
Kavar Capital Partners Group
Kansas
$465K +$29K +114 +7%
WIC
1649
Whitegate Investment Counselors
New Hampshire
$464K +$199K +785 +85%
VC
1650
Veery Capital
Delaware
$460K +$92.9K +366 +27%
64 65
66
67 68