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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1676
Naples Global Advisors
Florida
$270K – – –
TIAM2
1677
Tru Independence Asset Management 2
Oregon
$270K +$295K +1,215 New
FANJ
1678
Financial Architects (New Jersey)
New Jersey
$268K -$4.86K -20 -2%
CCG
1679
Capital CS Group
California
$268K +$360K +1,479 New
UIA
1680
UBP Investment Advisors
Switzerland
$267K – – –
TWP
1681
Treybourne Wealth Planners
Indiana
$267K +$292K +1,202 New
DS
1682
DRW Securities
Illinois
$265K +$35.7K +147 +14%
CWM
1683
Circle Wealth Management
New Jersey
$264K – – –
PP
1684
PDS Planning
Ohio
$263K +$33.6K +138 +13%
FAM
1685
Formidable Asset Management
Ohio
$263K +$54.7K +225 +23%
ETCM
1686
Evolutionary Tree Capital Management
Virginia
$263K +$287K +1,180 New
FP
1687
Foundry Partners
Minnesota
$261K -$12.6K -52 -4%
GLA
1688
Good Life Advisors
Pennsylvania
$261K +$76.1K +313 +36%
QC
1689
QCM Cayman
Texas
$261K +$285K +1,173 New
MFS
1690
Madrona Financial Services
Washington
$261K +$285K +1,174 New
ISWM
1691
Independent Solutions Wealth Management
New York
$261K +$45.5K +187 +19%
NIMI
1692
Natixis Investment Managers International
France
$260K +$285K +1,170 New
OWA
1693
Opal Wealth Advisors
New York
$259K +$283K +1,163 New
CBFP
1694
Cedar Brook Financial Partners
Ohio
$258K -$102K -418 -26%
KW
1695
KWB Wealth
California
$258K +$282K +1,159 New
UAS
1696
United Asset Strategies
New York
$257K – – –
SIC
1697
Samalin Investment Counsel
New York
$256K -$17.3K -71 -6%
SFG
1698
Sovereign Financial Group
Connecticut
$255K +$279K +1,148 New
NIM
1699
Northeast Investment Management
Massachusetts
$253K -$7.78K -32 -3%
FRA
1700
Front Row Advisors
California
$253K – – –
66 67
68
69 70