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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1726
Joel Isaacson & Co
New York
$285K -$23K -100 -8%
HWA
1727
HCR Wealth Advisors
California
$284K +$10.1K +44 +4%
PCM
1728
Poehling Capital Management
Wisconsin
$284K +$11.5K +50 +4%
KPCM
1729
Kings Point Capital Management
New York
$283K +$23.5K +102 +10%
OFS
1730
Orrstown Financial Services
Pennsylvania
$282K -$84.4K -366 -24%
WP
1731
WealthPLAN Partners
Nebraska
$282K +$3.46K +15 +1%
CAI
1732
Capital Advisors Inc
Oklahoma
$281K +$265K +1,150 New
CFN
1733
Cordasco Financial Network
Florida
$278K – – –
WP
1734
WMS Partners
Maryland
$278K +$1.15K +5 +0.4%
SHA
1735
Seneca House Advisors
Virginia
$278K +$12.7K +55 +5%
BB
1736
Busey Bank
Illinois
$276K -$35K -152 -12%
TCM
1737
Tufton Capital Management
Maryland
$274K +$15K +65 +6%
TWM
1738
Triton Wealth Management
Arizona
$272K -$30.4K -132 -11%
CWA
1739
Clarity Wealth Advisors
California
$272K – – –
AP
1740
Americana Partners
Texas
$272K +$294K +1,275 New
CWM
1741
Circle Wealth Management
New Jersey
$271K – – –
ACP
1742
Aviance Capital Partners
Florida
$271K +$255K +1,108 New
JCIA
1743
Jackson Creek Investment Advisors
Colorado
$271K +$256K +1,110 New
EP
1744
EPIQ Partners
Minnesota
$270K -$5.53K -24 -2%
BWAM
1745
Boyd Watterson Asset Management
Ohio
$269K -$168K -730 -40%
WIC
1746
Woodmont Investment Counsel
Tennessee
$269K +$23K +100 +10%
DA
1747
Doliver Advisors
Texas
$269K +$254K +1,102 New
JCM
1748
Janney Capital Management
Pennsylvania
$268K +$3K +13 +1%
G
1749
Gainplan
Michigan
$267K -$68.5K -297 -20%
BIP
1750
Blueprint Investment Partners
North Carolina
$267K +$252K +1,092 New
68 69
70
71 72