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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
1801
Lee, Danner & Bass
Tennessee
$243K -$3.18K -18 -1%
SQA
1802
Simon Quick Advisors
New Jersey
$243K +$104K +588 +85%
CCMD
1803
Cypress Capital Management (Delaware)
Delaware
$243K +$260K +1,470 New
CWM
1804
Cedar Wealth Management
California
$242K +$12K +68 +5%
HCP
1805
Hexagon Capital Partners
Arkansas
$242K +$27.7K +157 +12%
AWM
1806
AllSquare Wealth Management
New York
$241K +$8.84K +50 +4%
SG
1807
Somerset Group
Minnesota
$241K +$8.84K +50 +4%
RT
1808
Rockland Trust
Massachusetts
$240K -$21.6K -122 -8%
KPW
1809
Kore Private Wealth
New York
$240K +$3.36K +19 +1%
UMC
1810
United Maritime Capital
New York
$239K -$79.5K -450 -24%
VT
1811
Vise Technologies
New York
$238K +$80.2K +454 +46%
PHIC
1812
Pine Haven Investment Counsel
Massachusetts
$237K +$7.95K +45 +3%
BFC
1813
Bedel Financial Consulting
Indiana
$237K +$127K +718 +100%
ESCM
1814
Echo Street Capital Management
New York
$236K -$15.8M -89,168 -98%
MWM
1815
Mattern Wealth Management
Kansas
$235K -$53K -300 -17%
AWM
1816
Accurate Wealth Management
Florida
$235K -$24.4K -138 -9%
GWM
1817
Geneos Wealth Management
Colorado
$234K -$48.1K -272 -16%
VC
1818
Veery Capital
Delaware
$234K -$46.1K -261 -16%
ACA
1819
Affinity Capital Advisors
California
$234K -$11.5K -65 -4%
DI
1820
DFPG Investments
Utah
$234K -$7.6K -43 -3%
CCMW
1821
Cypress Capital Management (Wyoming)
Wyoming
$234K – – –
GWS
1822
Glassman Wealth Services
Virginia
$234K +$65.7K +372 +35%
WA
1823
Wealth Architects
California
$233K -$22.4K -127 -8%
MSA
1824
Marino Stram & Associates
Massachusetts
$233K – – –
NCM
1825
Nelson Capital Management
California
$232K -$4.27M -24,170 -95%
71 72
73
74 75