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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DHFB
1701
Dixon Hubard Feinour & Brown
Virginia
$254K +$81.5K +366 +44%
AWM
1702
AllSquare Wealth Management
New York
$253K +$173K +775 +185%
P
1703
&Partners
Tennessee
$253K +$266K +1,195 New
SFI
1704
SPC Financial Inc
Maryland
$252K -$882K -3,960 -77%
QCM
1705
Quantinno Capital Management
New York
$252K -$215K -966 -45%
UAS
1706
United Asset Strategies
New York
$252K +$7.79K +35 +3%
TWP
1707
Treybourne Wealth Planners
Indiana
$250K -$4.67K -21 -2%
ETCM
1708
Evolutionary Tree Capital Management
Virginia
$250K – – –
MA
1709
MJP Associates
Connecticut
$249K -$83.9K -377 -24%
WP
1710
WealthPLAN Partners
Nebraska
$249K -$8.68K -39 -3%
FRA
1711
Front Row Advisors
California
$249K +$7.79K +35 +3%
FP
1712
Foundry Partners
Minnesota
$248K – – –
MSA
1713
Marino Stram & Associates
Massachusetts
$244K +$256K +1,152 New
CL
1714
Choreo LLC
Illinois
$242K -$59.9K -269 -19%
RF
1715
RHS Financial
California
$241K -$69.9K -314 -22%
CFN
1716
Cordasco Financial Network
Florida
$241K +$41.9K +188 +20%
EP
1717
EPIQ Partners
Minnesota
$240K -$267K -1,200 -51%
WP
1718
WMS Partners
Maryland
$240K -$135K -608 -35%
TCPWM
1719
Traverso Chambers Private Wealth Management
California
$240K – – –
SMC
1720
Smith, Moore & Co
Missouri
$240K +$252K +1,131 New
MAG
1721
MRA Advisory Group
New Jersey
$238K -$1.34K -6 -0.5%
CGA
1722
Crescent Grove Advisors
Illinois
$238K +$250K +1,125 New
HWA
1723
HCR Wealth Advisors
California
$237K -$519K -2,330 -68%
PCM
1724
Poehling Capital Management
Wisconsin
$236K -$44.5K -200 -15%
CWA
1725
Clarity Wealth Advisors
California
$236K – – –
67 68
69
70 71