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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1701
Boston Trust Walden
Massachusetts
$553K -$32.9K -159 -5%
MFC
1702
Mechanics Financial Corp
Ohio
$553K -$8.49K -41 -1%
YP
1703
YANKCOM Partnership
South Dakota
$553K +$28.8K +139 +5%
MFA
1704
Mayflower Financial Advisors
Massachusetts
$551K +$70.7K +341 +13%
SIM
1705
Stratos Investment Management
Ohio
$551K -$6.01M -29,010 -91%
NFA
1706
Northern Financial Advisors
Michigan
$549K +$379K +1,831 +165%
BWA
1707
Blodgett Wealth Advisors
California
$548K – – –
CWAF
1708
Core Wealth Advisors (Florida)
Florida
$548K -$281K -1,354 -32%
AFT
1709
Alpha Family Trust
California
$548K – – –
CH
1710
Cromwell Holdings
Wyoming
$548K -$1.24K -6 -0.2%
MWM
1711
Mosley Wealth Management
California
$547K +$5.59K +27 +1%
1IA
1712
1834 Investment Advisors
Wisconsin
$547K -$63.2K -305 -9%
BFA
1713
Beacon Financial Advisory
Ohio
$546K +$141K +679 +30%
BCM
1714
Bienville Capital Management
New York
$546K – – –
CSB
1715
City State Bank
Iowa
$545K +$196K +946 +48%
PF
1716
Prosperitas Financial
California
$543K +$602K +2,907 New
MIC
1717
Meridian Investment Counsel
California
$542K – – –
YIA
1718
YHB Investment Advisors
Connecticut
$542K -$3.59M -17,318 -86%
MWA
1719
MN Wealth Advisors
Kansas
$542K +$95.5K +461 +19%
WPWM
1720
Western Pacific Wealth Management
Illinois
$541K -$17.4K -84 -3%
TAM
1721
Trillium Asset Management
Massachusetts
$541K -$31.5K -152 -5%
OIM
1722
Oder Investment Management
California
$540K -$73.3K -354 -11%
TPI
1723
Trust Point Inc
Wisconsin
$540K -$140K -674 -19%
NRC
1724
New Republic Capital
North Carolina
$539K -$337K -1,626 -36%
WAOI
1725
Wealth Advisors of Iowa
Iowa
$539K -$6.63K -32 -1%
67 68
69
70 71