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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1751
Tradewinds Capital Management
Washington
$379K -$28.8K -134 -7%
PIM
1752
Parker Investment Management
California
$377K +$25.8K +120 +7%
SIA
1753
SkyView Investment Advisors
New Jersey
$376K -$426K -1,981 -48%
DC
1754
DeDora Capital
California
$376K +$382K +1,773 New
AG
1755
AIA Group
Hong Kong
$375K -$2M -9,278 -84%
DWA
1756
Dougherty Wealth Advisers
Minnesota
$374K – – –
PB
1757
Pinnacle Bancorp
Nebraska
$374K – – –
FSA
1758
Fort Sheridan Advisors
Illinois
$373K – – –
EWM
1759
Evermay Wealth Management
Virginia
$372K -$42K -195 -10%
CPA
1760
Cardiff Park Advisors
California
$372K +$17.9K +83 +5%
PCFFS
1761
Pacific Center for Financial Services
California
$371K -$2.15K -10 -0.6%
FSA
1762
Financial Sense Advisors
California
$371K +$376K +1,746 New
FPA
1763
First Pacific Advisors
California
$370K -$727K -3,380 -66%
PCM
1764
Poehling Capital Management
Wisconsin
$368K +$147K +684 +65%
APW
1765
Austin Private Wealth
Texas
$367K +$9.47K +44 +3%
MWM
1766
Mattern Wealth Management
Kansas
$366K +$10.8K +50 +3%
BTW
1767
Boston Trust Walden
Massachusetts
$365K – – –
ICP
1768
Interchange Capital Partners
Pennsylvania
$365K +$371K +1,723 New
BW
1769
Bison Wealth
Georgia
$364K -$39.8K -185 -10%
ICM
1770
Ionic Capital Management
New York
$364K +$369K +1,715 New
JFA
1771
JNBA Financial Advisors
Minnesota
$363K +$7.53K +35 +2%
MAM
1772
Morse Asset Management
Connecticut
$362K -$467K -2,170 -56%
CPWA
1773
Cerro Pacific Wealth Advisors
California
$362K +$43.3K +201 +13%
LWAM
1774
Legacy Wealth Asset Management
Minnesota
$361K +$365K +1,698 New
SFG
1775
Sovereign Financial Group
Connecticut
$360K +$20.7K +96 +6%
69 70
71
72 73