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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1801
Cobblestone Capital Advisors
New York
$396K – – –
KW
1802
KWB Wealth
California
$396K – – –
BEI
1803
Benjamin Edwards Inc
Missouri
$394K +$436K +1,551 New
FCBT
1804
First Citizens Bank & Trust
North Carolina
$393K +$1.12K +4 +0.3%
BWP
1805
Baldwin Wealth Partners
Massachusetts
$392K -$14K -50 -3%
CPWM
1806
Cypress Point Wealth Management
Texas
$392K – – –
BFA
1807
Beacon Financial Advisory
Ohio
$392K +$42.1K +150 +11%
PP
1808
Pegasus Partners
Wisconsin
$391K +$69.4K +247 +19%
WCM
1809
Weik Capital Management
Pennsylvania
$390K +$52K +185 +14%
PA
1810
PFG Advisors
Arizona
$390K +$168K +598 +64%
MCM
1811
Mengis Capital Management
Oregon
$389K – – –
WP
1812
WMS Partners
Maryland
$387K +$26.1K +93 +7%
BB
1813
Busey Bank
Illinois
$384K -$40.2K -143 -9%
CPWA
1814
Cerro Pacific Wealth Advisors
California
$382K +$17.7K +63 +4%
NME
1815
Notis-McConarty Edward
$381K – – –
GD
1816
Grandfield & Dodd
New York
$380K – – –
HIC
1817
Holderness Investments Company
North Carolina
$379K +$71.7K +255 +21%
ITIM
1818
Indiana Trust & Investment Management
Indiana
$377K +$30.9K +110 +8%
JWM
1819
Jeppson Wealth Management
California
$377K +$50.3K +179 +14%
WA
1820
Wealth Architects
California
$374K +$29.2K +104 +8%
AIL
1821
AGF Investments LLC
Ontario, Canada
$373K -$580K -2,063 -58%
NIM
1822
Northeast Investment Management
Massachusetts
$372K – – –
SWM
1823
Silverlake Wealth Management
Vermont
$371K +$410K +1,460 New
AT
1824
Arvest Trust
Oklahoma
$370K +$409K +1,457 New
QCIG
1825
Quad-Cities Investment Group
Iowa
$369K – – –
71 72
73
74 75