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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
1801
Future Fund LLC
Illinois
$335K -$24.8K -115 -7%
SFPG
1802
Stonebridge Financial Planning Group
Florida
$334K +$30.2K +140 +9%
JC
1803
JB Capital
Connecticut
$333K +$121K +559 +52%
SW
1804
SlateStone Wealth
Florida
$331K -$4.32K -20 -1%
BCM
1805
BluePath Capital Management
Georgia
$329K +$351K +1,623 New
GA
1806
Geller Advisors
New York
$328K -$634K -2,936 -64%
AWAP
1807
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K – – –
EAM
1808
Evanson Asset Management
California
$328K +$108K +500 +45%
NFA
1809
Northern Financial Advisors
Michigan
$326K -$49.7K -230 -13%
AIM
1810
Arcadia Investment Management
Michigan
$326K – – –
T
1811
TCWP
Ohio
$325K -$2.59K -12 -0.7%
SICM
1812
Sustainable Insight Capital Management
New York
$324K -$151K -700 -30%
SMC
1813
Smith, Moore & Co
Missouri
$322K -$10.8K -50 -3%
CPA
1814
Capital Performance Advisors
California
$322K – – –
NHC
1815
Nicholas Hoffman & Company
Georgia
$321K -$5.83K -27 -2%
LSIA
1816
LaSalle St. Investment Advisors
Illinois
$319K +$23.3K +108 +7%
RCA
1817
Resonant Capital Advisors
Wisconsin
$318K +$11.2K +52 +3%
KOC
1818
Koss-Olinger Consulting
Florida
$318K -$21.4K -99 -6%
LWM
1819
LJI Wealth Management
Indiana
$318K +$54.9K +254 +19%
CB
1820
CNB Bank
Pennsylvania
$316K +$2.59K +12 +0.8%
WAM
1821
WNY Asset Management
New York
$316K -$47.5K -220 -12%
HTHT
1822
Hemenway Trust Hemenway Trust
New Hampshire
$315K -$6.48K -30 -2%
BFA
1823
Beacon Financial Advisory
Ohio
$315K +$46K +213 +16%
CFAM
1824
Coury Firm Asset Management
Pennsylvania
$315K +$336K +1,553 New
CA
1825
Crumly & Associates
Illinois
$314K +$30K +139 +10%
71 72
73
74 75