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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1751
Ategra Capital Management
Virginia
$381K – – –
BIA
1752
Bigelow Investment Advisors
Maine
$381K +$5.83K +27 +1%
CIM
1753
Contravisory Investment Management
Massachusetts
$381K -$15.3K -71 -4%
BOPW
1754
Brandywine Oak Private Wealth
Pennsylvania
$380K -$86.4K -400 -18%
EL
1755
Essex LLC
Illinois
$379K -$27K -125 -6%
BW
1756
Bison Wealth
Georgia
$377K -$48.8K -226 -11%
CC
1757
Claybrook Capital
Massachusetts
$377K -$668K -3,093 -62%
AT
1758
Avalon Trust
New Mexico
$376K – – –
BFG
1759
Berger Financial Group
Minnesota
$375K +$4.32K +20 +1%
MG
1760
Mather Group
Illinois
$374K +$137K +636 +53%
PCP
1761
Proficio Capital Partners
Massachusetts
$373K +$12.1K +56 +3%
VCA
1762
Verdence Capital Advisors
Maryland
$373K +$70.9K +328 +22%
PP
1763
Patron Partners
Texas
$373K +$14K +65 +4%
PA
1764
Perennial Advisors
New York
$371K -$432 -2 -0.1%
PB
1765
Pinnacle Bancorp
Nebraska
$369K – – –
GWANC
1766
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K +$166K +767 +73%
RWP
1767
Revolve Wealth Partners
New Jersey
$368K +$6.05K +28 +2%
HM
1768
Harvest Management
New York
$365K – – –
IIC
1769
Integrated Investment Consultants
Michigan
$363K -$56K -259 -13%
PAG
1770
Private Advisory Group
Washington
$361K -$344K -1,591 -47%
FFA
1771
Fi3 Financial Advisors
Indiana
$361K +$82.3K +381 +27%
CC
1772
Copperleaf Capital
North Carolina
$361K -$59K -273 -13%
DOA
1773
D'Orazio & Associates
Virginia
$360K +$32K +148 +9%
RZH
1774
Relyea Zuckerberg Hanson
Connecticut
$360K +$2.81K +13 +0.7%
WCM
1775
Wedge Capital Management
North Carolina
$359K +$3.89K +18 +1%
69 70
71
72 73