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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
XS
1751
XR Securities
Illinois
$679K +$635K +2,479 New
WWS
1752
Wellington Wealth Strategies
Indiana
$677K +$595K +2,322 New
KCIC
1753
Kuhn & Co Investment Counsel
Illinois
$675K – – –
VCM
1754
Virtue Capital Management
Tennessee
$672K +$101K +396 +19%
HFM
1755
Hartford Funds Management
Pennsylvania
$671K +$55.6K +217 +10%
WFAG
1756
Worth Financial Advisory Group
North Carolina
$667K +$19.5K +76 +3%
DWM
1757
Drive Wealth Management
Utah
$667K -$39.2K -153 -6%
NL
1758
NVWM LLC
Pennsylvania
$667K +$9.22K +36 +1%
CSB
1759
City State Bank
Iowa
$666K – – –
EL
1760
EWA LLC
Pennsylvania
$664K +$8.45K +33 +2%
HWMO
1761
Heritage Wealth Management (Ohio)
Ohio
$663K – – –
MCA
1762
Magnolia Capital Advisors
Mississippi
$659K +$3.33K +13 +0.5%
SIM
1763
Studio Investment Management
Illinois
$658K +$10.5K +41 +2%
MAWA
1764
Moss Adams Wealth Advisors
Washington
$657K +$175K +683 +40%
AIA
1765
Alera Investment Advisors
Illinois
$656K +$54.6K +213 +10%
BCP
1766
Blackhawk Capital Partners
Wisconsin
$655K -$11K -43 -2%
MMPW
1767
Mitchell McLeod Pugh & Williams
Alabama
$654K +$2.56K +10 +0.4%
WJWM
1768
Williams Jones Wealth Management
New York
$654K -$242K -946 -28%
SC
1769
Sierra Capital
Florida
$654K – – –
HIC
1770
Holderness Investments Company
North Carolina
$653K +$3.33K +13 +0.5%
CCA
1771
Childress Capital Advisors
Texas
$652K +$36.6K +143 +6%
TWM
1772
Trueblood Wealth Management
Ohio
$650K +$12.6K +49 +2%
MPWS
1773
McCarter Private Wealth Services
Massachusetts
$648K +$607K +2,369 New
RPWA
1774
Regent Peak Wealth Advisors
Georgia
$647K +$24.6K +96 +4%
GF
1775
Gabelli Funds
New York
$645K -$12.8K -50 -2%
69 70
71
72 73