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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1701
Leavell Investment Management
Alabama
$300K – – –
FRA
1702
Front Row Advisors
California
$298K +$691 +3 +0.3%
SNBOSCI
1703
Security National Bank of Sioux City Iowa
Iowa
$298K +$281K +1,221 New
PCG
1704
Private Capital Group
Connecticut
$297K -$21.7K -94 -7%
NGA
1705
Naples Global Advisors
Florida
$297K -$11.5K -50 -4%
PCA
1706
Peddock Capital Advisors
Massachusetts
$297K – – –
FMC
1707
First Merchants Corp
Indiana
$296K -$26K -113 -9%
AWM
1708
AllSquare Wealth Management
New York
$295K +$3.46K +15 +1%
MAG
1709
MRA Advisory Group
New Jersey
$295K +$19.1K +83 +7%
RCG
1710
Rock Creek Group
District of Columbia
$295K +$160K +693 +135%
PCM
1711
Princeton Capital Management
New Jersey
$294K -$328K -1,425 -54%
JF
1712
JSF Financial
California
$293K -$64.5K -280 -19%
EVC
1713
Eidelman Virant Capital
Missouri
$292K -$657K -2,850 -70%
TWP
1714
Treybourne Wealth Planners
Indiana
$292K +$3K +13 +1%
WA
1715
Wealth Architects
California
$292K +$275K +1,195 New
BL
1716
Balentine LLC
Georgia
$291K -$141K -612 -34%
P
1717
&Partners
Tennessee
$290K -$1.38K -6 -0.5%
QCM
1718
Quantinno Capital Management
New York
$290K – – –
SFG
1719
Sovereign Financial Group
Connecticut
$289K – – –
ETCM
1720
Evolutionary Tree Capital Management
Virginia
$288K – – –
SC
1721
Solstein Capital
California
$288K +$140K +607 +106%
FC
1722
Forte Capital
New York
$287K -$5.99K -26 -2%
UAS
1723
United Asset Strategies
New York
$287K -$3.46K -15 -1%
NW
1724
NewEdge Wealth
Pennsylvania
$286K -$6.27M -27,184 -96%
FP
1725
Foundry Partners
Minnesota
$286K – – –
67 68
69
70 71