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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1676
Integrated Investment Consultants
Michigan
$429K +$51.6K +203 +15%
GWM
1677
GSB Wealth Management
Connecticut
$428K -$59.2K -233 -13%
OPOWM
1678
One Plus One Wealth Management
Florida
$428K +$38.1K +150 +10%
DHFB
1679
Dixon Hubard Feinour & Brown
Virginia
$428K +$78.5K +309 +24%
CBT
1680
CoreFirst Bank & Trust
Kansas
$426K – – –
WCM
1681
Wedge Capital Management
North Carolina
$426K +$22.6K +89 +6%
HWA
1682
Heritage Wealth Advisors
Virginia
$425K – – –
AP
1683
Appleton Partners
Massachusetts
$424K +$9.14K +36 +2%
CCA
1684
Cobblestone Capital Advisors
New York
$423K -$4.06K -16 -1%
KW
1685
KWB Wealth
California
$423K – – –
PPP
1686
Private Portfolio Partners
New Jersey
$422K +$9.4K +37 +2%
SIM
1687
SSI Investment Management
California
$422K – – –
PCFFS
1688
Pacific Center for Financial Services
California
$422K +$359K +1,412 +981%
ICM
1689
Islay Capital Management
Texas
$420K +$29.2K +115 +8%
FCBT
1690
First Citizens Bank & Trust
North Carolina
$419K -$3.05K -12 -0.8%
WWP
1691
Waypoint Wealth Partners
California
$419K – – –
SAM
1692
Secure Asset Management
Michigan
$418K -$3.81K -15 -1%
CPWM
1693
Cypress Point Wealth Management
Texas
$418K – – –
AP
1694
Arlington Partners
Alabama
$417K +$176K +693 +82%
RM
1695
Resource Management
Louisiana
$416K +$78K +307 +25%
MCM
1696
Mengis Capital Management
Oregon
$415K +$2.79K +11 +0.7%
DFA
1697
Delta Financial Advisors
Louisiana
$413K +$12.4K +49 +3%
NSIM
1698
North Star Investment Management
Illinois
$412K +$1.27K +5 +0.3%
HHGA
1699
Halbert Hargrove Global Advisors
California
$409K +$11.4K +45 +3%
CI
1700
CX Institutional
Indiana
$408K +$25.4K +100 +7%
66 67
68
69 70