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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
1626
Polaris Wealth Advisory Group
California
$258K – – –
SWM
1627
Silverlake Wealth Management
Vermont
$257K +$7.15K +49 +3%
MRCM
1628
M&R Capital Management
New Jersey
$256K -$29.9K -205 -10%
HCA
1629
Hyperion Capital Advisors
New York
$256K – – –
TNBTD
1630
Trustmark National Bank Trust Department
Mississippi
$256K -$185K -1,270 -40%
SBL
1631
Sargent Bickham Lagudis
Colorado
$255K -$47.6K -326 -14%
CRI
1632
Colonial River Investments
Virginia
$255K -$32.8K -225 -10%
RFA
1633
Resurgent Financial Advisors
Georgia
$255K -$102K -699 -27%
TFCP
1634
Twin Focus Capital Partners
Massachusetts
$255K -$7K -48 -2%
EP
1635
Eudaimonia Partners
Tennessee
$254K -$25K -171 -8%
SIA
1636
Schear Investment Advisers
Ohio
$254K +$279K +1,915 New
MIH
1637
Meitav Investment House
Israel
$254K +$279K +1,915 New
AWM
1638
Aevitas Wealth Management
Massachusetts
$254K +$36.5K +250 +15%
FFL
1639
Future Fund LLC
Illinois
$254K +$9.92K +68 +4%
NGA
1640
Naples Global Advisors
Florida
$253K +$49.8K +341 +22%
PB
1641
Pinnacle Bancorp
Nebraska
$253K +$32.4K +222 +13%
SFG
1642
Synergy Financial Group
California
$252K -$174K -1,190 -39%
BWM
1643
Bulltick Wealth Management
Florida
$251K +$277K +1,895 New
MM
1644
MQS Management
New York
$250K +$275K +1,886 New
IA
1645
IFG Advisory
Georgia
$250K -$201K -1,380 -42%
PP
1646
Patron Partners
Texas
$250K -$18.4K -126 -6%
WAM
1647
WNY Asset Management
New York
$250K – – –
ACM
1648
Ategra Capital Management
Virginia
$249K – – –
APW
1649
Austin Private Wealth
Texas
$248K -$9.05K -62 -3%
AWM
1650
Accel Wealth Management
Iowa
$247K -$14.6K -100 -5%
64 65
66
67 68