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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1701
Pekin Hardy Strauss
Illinois
$253K – – –
NAS
1702
Nicolet Advisory Services
Wisconsin
$253K +$29.9K +123 +12%
TCPWM
1703
Traverso Chambers Private Wealth Management
California
$252K – – –
AIM
1704
Anchor Investment Management
South Carolina
$251K +$68.1K +280 +33%
MAG
1705
MRA Advisory Group
New Jersey
$251K +$275K +1,130 New
DDC
1706
DF Dent & Co
Maryland
$249K -$29.4K -121 -10%
CWA
1707
Clarity Wealth Advisors
California
$248K +$25.8K +106 +10%
GTCM
1708
Gyon Technologies Capital Management
New Jersey
$247K +$270K +1,110 New
WA
1709
WESPAC Advisors
California
$247K +$270K +1,111 New
LFA
1710
Legacy Financial Advisors
Kentucky
$245K +$46.7K +192 +21%
SW
1711
SlateStone Wealth
Florida
$243K -$1.41M -5,788 -84%
HTC
1712
Haverford Trust Company
Pennsylvania
$243K +$51.1K +210 +24%
KPCM
1713
Kings Point Capital Management
New York
$242K -$138K -567 -34%
GA
1714
GFS Advisors
Texas
$242K +$264K +1,087 New
DCM
1715
Donaldson Capital Management
Indiana
$240K -$64.2K -264 -20%
PIP
1716
Peachtree Investment Partners
Florida
$239K +$36.5K +150 +16%
AP
1717
Arlington Partners
Alabama
$239K +$55.9K +230 +27%
BCA
1718
Bay Colony Advisors
Massachusetts
$239K +$261K +1,075 New
CHA
1719
Cooper/Haims Advisors
New York
$238K -$1.95K -8 -0.7%
UCMOK
1720
United Capital Management of KS
Kansas
$237K +$730 +3 +0.3%
RGC
1721
Roberts, Glore & Co
Illinois
$237K +$2.43K +10 +0.9%
CC
1722
Caxton Corporation
New Jersey
$237K +$259K +1,064 New
JWM
1723
Jeppson Wealth Management
California
$236K +$486 +2 +0.2%
RA
1724
RFG Advisory
Alabama
$235K -$6.57K -27 -2%
PA
1725
PFG Advisors
Arizona
$234K -$532K -2,189 -68%
67 68
69
70 71