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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1726
Cape Investment Advisory
Georgia
$990K -$38.9K -125 -3%
SWM
1727
Seed Wealth Management
Illinois
$989K – – –
TCPW
1728
Twin City Private Wealth
North Carolina
$987K +$111K +356 +11%
OPW
1729
Oxler Private Wealth
New York
$986K -$560K -1,801 -33%
BB
1730
Burford Brothers
Texas
$985K +$84.9K +273 +8%
MIM
1731
Moseley Investment Management
Florida
$984K +$43.9K +141 +4%
SOW
1732
State of Wyoming
Wyoming
$982K +$365K +1,175 +47%
PMA
1733
Prudent Man Advisors
Illinois
$981K +$5.91K +19 +0.5%
FB
1734
First Bancorp
Maine
$979K +$193K +622 +21%
SM
1735
Sciencast Management
New Jersey
$979K +$891K +2,865 +366%
PCS
1736
Personal CFO Solutions
New Jersey
$978K -$293K -942 -21%
SC
1737
Sierra Capital
Florida
$977K +$388K +1,249 +52%
UH
1738
Unigestion Holding
Switzerland
$975K +$1.13M +3,633 New
OPTFSNA
1739
Old Point Trust & Financial Services N A
Virginia
$975K -$43.5K -140 -4%
CFMC
1740
Curbstone Financial Management Corp
New Hampshire
$973K – – –
AAP
1741
Arax Advisory Partners
Colorado
$973K -$466K -1,499 -29%
CWM
1742
Connecticut Wealth Management
Connecticut
$971K +$1.24K +4 +0.1%
BOH
1743
Bank of Hawaii
Hawaii
$969K -$244K -785 -18%
MAM
1744
MWA Asset Management
Massachusetts
$967K -$4.98K -16 -0.4%
SC
1745
Shay Capital
New York
$966K -$1.21M -3,900 -52%
AGP
1746
Aspire Growth Partners
Florida
$965K +$147K +472 +16%
SGI
1747
Summit Global Investments
Utah
$965K -$6.33M -20,341 -85%
CAG
1748
Csenge Advisory Group
Florida
$961K +$27.4K +88 +2%
MCWA
1749
Meadow Creek Wealth Advisors
Georgia
$953K +$44.8K +144 +4%
MYIA
1750
Mount Yale Investment Advisors
Colorado
$953K -$3.85M -12,394 -78%
68 69
70
71 72