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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1701
Simon Quick Advisors
New Jersey
$250K +$77.3K +456 +36%
LFA
1702
Legacy Financial Advisors
Kentucky
$249K -$168K -989 -36%
MWM
1703
Modera Wealth Management
New Jersey
$249K +$3.39K +20 +1%
WF
1704
Wayfinding Financial
Washington
$248K -$7.63K -45 -3%
P
1705
&Partners
Tennessee
$248K +$21K +124 +8%
WP
1706
WMS Partners
Maryland
$247K -$22.2K -131 -7%
SICM
1707
Sustainable Insight Capital Management
New York
$246K -$17K -100 -6%
ABC
1708
Associated Banc-Corp
Wisconsin
$245K -$66.3K -391 -19%
WDL
1709
Well Done LLC
Michigan
$245K +$23.2K +137 +9%
GWANC
1710
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$288K +1,701 New
FAM
1711
Formidable Asset Management
Ohio
$244K +$6.78K +40 +3%
PB
1712
Pinnacle Bancorp
Nebraska
$243K -$12.7K -75 -4%
WA
1713
Waverly Advisors
Alabama
$243K +$56.5K +333 +24%
HS
1714
HighVista Strategies
Massachusetts
$241K – – –
IGWM
1715
ICA Group Wealth Management
Colorado
$241K +$8.82K +52 +3%
BIA
1716
Bigelow Investment Advisors
Maine
$241K +$284K +1,673 New
CCM
1717
Conway Capital Management
California
$241K – – –
NFG
1718
Norris Financial Group
South Carolina
$241K -$3.39K -20 -1%
BBL
1719
Beck Bode LLC
Massachusetts
$240K +$14.8K +87 +6%
TF
1720
Tompkins Financial
New York
$239K -$7.63K -45 -3%
AWM
1721
Aevitas Wealth Management
Massachusetts
$239K -$2.54K -15 -0.9%
IIC
1722
Integrated Investment Consultants
Michigan
$239K +$17.3K +102 +7%
CIP
1723
Convergence Investment Partners
Florida
$239K +$31.9K +188 +13%
NJBEST
1724
New Jersey Better Educational Savings Trust
New Jersey
$238K – – –
AF
1725
Apexium Financial
Texas
$238K +$280K +1,651 New
67 68
69
70 71