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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
1751
Engineers Gate Manager
New York
$363K -$5.36M -21,120 -94%
RIS
1752
Retirement Income Solutions
Michigan
$361K – – –
LA
1753
LexAurum Advisors
Kansas
$360K -$25.4K -100 -7%
JIC
1754
Joel Isaacson & Co
New York
$359K +$40.1K +158 +14%
CCM
1755
Consolidated Capital Management
California
$357K – – –
FFG
1756
Ford Financial Group
California
$357K – – –
LNB
1757
Ledyard National Bank
$356K – – –
P
1758
&Partners
Tennessee
$356K +$31.7K +125 +11%
JWM
1759
Jeppson Wealth Management
California
$353K – – –
FOA
1760
Five Oceans Advisors
California
$352K +$329K +1,296 New
PP
1761
Pegasus Partners
Wisconsin
$350K -$14K -55 -4%
WDL
1762
Well Done LLC
Michigan
$349K +$74.7K +294 +30%
FFG
1763
Frisch Financial Group
New York
$345K -$149K -585 -32%
AIP
1764
Almanack Investment Partners
Pennsylvania
$343K +$109K +430 +51%
FAN
1765
Financial Advisors Network
California
$342K +$26.7K +105 +10%
QCM
1766
Quantinno Capital Management
New York
$340K +$16.3K +64 +5%
PCM
1767
Poehling Capital Management
Wisconsin
$340K +$22.9K +90 +8%
DS
1768
DRW Securities
Illinois
$339K -$427K -1,683 -57%
TCM
1769
Tufton Capital Management
Maryland
$339K +$31.7K +125 +11%
ACM
1770
Avalon Capital Management
California
$339K +$317K +1,249 New
TF
1771
Tompkins Financial
New York
$338K +$316K +1,246 New
LFASL
1772
Lugano Financial Advisors SA (LFA)
Switzerland
$338K +$317K +1,248 New
GAM
1773
Griffin Asset Management
New York
$337K – – –
LA
1774
Latitude Advisors
Florida
$337K +$315K +1,242 New
ACP
1775
Aveo Capital Partners
Colorado
$336K +$94.5K +372 +43%
69 70
71
72 73