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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1651
Winthrop Advisory Group
Massachusetts
$345K – – –
RIM
1652
Rockbridge Investment Management
New York
$344K +$922 +4 +0.3%
CI
1653
CX Institutional
Indiana
$343K -$1.58M -6,857 -83%
AOG
1654
Alpha Omega Group
Virginia
$342K +$92.6K +402 +40%
NIMI
1655
Natixis Investment Managers International
France
$341K -$8.53K -37 -3%
OIS
1656
Okabena Investment Services
Minnesota
$341K +$321K +1,394 New
EFG
1657
Everhart Financial Group
Ohio
$340K +$321K +1,392 New
BFA
1658
Beacon Financial Advisory
Ohio
$338K +$2.31K +10 +0.7%
GGS
1659
Galvin Gaustad & Stein
Arizona
$338K +$14.5K +63 +5%
CWM
1660
Connecticut Wealth Management
Connecticut
$337K -$130K -562 -29%
IIC
1661
Integrated Investment Consultants
Michigan
$336K +$18.7K +81 +6%
WA
1662
Waddell & Associates
Tennessee
$336K +$317K +1,374 New
FAM
1663
Formidable Asset Management
Ohio
$335K -$5.76K -25 -2%
SG
1664
Somerset Group
Minnesota
$332K – – –
LFA
1665
Legacy Financial Advisors
Kentucky
$332K +$86.2K +374 +38%
WCM
1666
Weik Capital Management
Pennsylvania
$331K +$312K +1,355 New
KW
1667
KWB Wealth
California
$330K – – –
PP
1668
Pegasus Partners
Wisconsin
$329K +$16.8K +73 +6%
RIM
1669
Redwood Investment Management
Arizona
$328K – – –
WIA
1670
Wealthstreet Investment Advisors
Texas
$327K -$3.88M -16,827 -93%
BOS
1671
Bingham Osborn & Scarborough
California
$327K +$308K +1,337 New
VNA
1672
Valley National Advisers
Pennsylvania
$326K -$1.15K -5 -0.4%
VC
1673
Veery Capital
Delaware
$325K -$461 -2 -0.2%
RIS
1674
Retirement Income Solutions
Michigan
$325K – – –
ABTD
1675
Arvest Bank Trust Division
Oklahoma
$323K +$305K +1,322 New
65 66
67
68 69