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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1751
Mitchell McLeod Pugh & Williams
Alabama
$612K +$50.6K +189 +9%
OFS
1752
Orrstown Financial Services
Pennsylvania
$612K +$46.8K +175 +8%
AF
1753
Advisornet Financial
Minnesota
$611K -$19.5K -73 -3%
HIC
1754
Holderness Investments Company
North Carolina
$610K +$115K +430 +22%
AFM
1755
Abbot Financial Management
Massachusetts
$609K – – –
WFAG
1756
Worth Financial Advisory Group
North Carolina
$607K +$161K +601 +34%
SIM
1757
Studio Investment Management
Illinois
$607K +$3.21K +12 +0.5%
PHIC
1758
Pine Haven Investment Counsel
Massachusetts
$606K +$20.6K +77 +3%
CCG
1759
Catalina Capital Group
California
$605K -$21.4K -80 -3%
SCP
1760
Sivia Capital Partners
California
$605K -$45.2K -169 -7%
TCPW
1761
Twin City Private Wealth
North Carolina
$604K +$253K +945 +67%
OFG
1762
Oxford Financial Group
Indiana
$602K +$293K +1,095 +88%
TWM
1763
Trueblood Wealth Management
Ohio
$598K +$25.2K +94 +4%
IRC
1764
Investors Research Corp
Georgia
$596K +$26.8K +100 +5%
6F
1765
626 Financial
Michigan
$595K +$268 +1 +0%
LWM
1766
Laidlaw Wealth Management
New York
$594K +$28.4K +106 +5%
BBW
1767
Blue Barn Wealth
Utah
$592K +$25.4K +95 +4%
AWM
1768
Aprio Wealth Management
Georgia
$592K +$10.2K +38 +2%
CRWM
1769
Castle Rock Wealth Management
California
$592K -$1.87K -7 -0.3%
PA
1770
Parkside Advisors
California
$591K – – –
ZIG
1771
Zullo Investment Group
Pennsylvania
$589K +$38K +142 +7%
WA
1772
WBH Advisory
Maryland
$588K -$1.34K -5 -0.2%
AT
1773
Avalon Trust
New Mexico
$586K – – –
GI
1774
GAMCO Investors
Connecticut
$584K -$781K -2,917 -56%
FAFN
1775
First Affirmative Financial Network
Colorado
$584K +$110K +412 +22%
69 70
71
72 73