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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1801
Atlas Capital Advisors
Wyoming
$178K +$195K +800 New
ANBT
1802
American National Bank & Trust
Texas
$178K – – –
TFM
1803
TFC Financial Management
Massachusetts
$170K – – –
MAWCM
1804
Mine & Arao Wealth Creation & Management
California
$167K – – –
HR
1805
Howe & Rusling
New York
$166K – – –
BFC
1806
Bedel Financial Consulting
Indiana
$166K +$12.2K +50 +7%
FWM
1807
Focused Wealth Management
New York
$158K +$4.86K +20 +3%
CWC
1808
Carolinas Wealth Consulting
North Carolina
$156K -$65.2K -268 -28%
HI
1809
Hudock Inc
Pennsylvania
$155K +$98.2K +404 +137%
SPWG
1810
Sage Private Wealth Group
Illinois
$155K +$169K +697 New
SIMG
1811
Stephens Investment Management Group
Texas
$151K – – –
CCA
1812
Childress Capital Advisors
Texas
$151K +$165K +678 New
CWP
1813
Concord Wealth Partners
Virginia
$150K +$164K +673 New
JGIA
1814
Jackson Grant Investment Advisers
Connecticut
$148K +$162K +665 New
CWP
1815
Capital Wealth Planning
Florida
$147K +$158K +649 New
IFAM
1816
Institutional & Family Asset Management
Colorado
$145K -$973 -4 -0.6%
HWM
1817
Holloway Wealth Management
Florida
$142K – – –
DSC
1818
Duncker Streett & Co
Missouri
$138K +$28K +115 +23%
MCM
1819
Manchester Capital Management
Vermont
$134K -$101K -415 -41%
BCM
1820
Blume Capital Management
California
$134K – – –
BWM
1821
Baystate Wealth Management
Massachusetts
$129K +$5.11K +21 +4%
T
1822
TOBAM
France
$128K +$26K +107 +23%
PMFA
1823
Plante Moran Financial Advisors
Michigan
$128K +$67.6K +278 +94%
VCM
1824
Versant Capital Management
Arizona
$126K -$486 -2 -0.3%
EWM
1825
Endurance Wealth Management
Rhode Island
$123K – – –
71 72
73
74 75