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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1801
St. Clair Advisors
Ohio
$565K – – –
VWM
1802
Vigilare Wealth Management
Arizona
$564K – – –
MFG
1803
Magnus Financial Group
New York
$563K +$3.4K +15 +0.7%
APW
1804
Austin Private Wealth
Texas
$562K +$7.24K +32 +2%
MIC
1805
Meridian Investment Counsel
California
$555K +$90.5K +400 +23%
BBNA
1806
Bremer Bank National Association
Minnesota
$553K +$30.8K +136 +7%
PWM
1807
Palumbo Wealth Management
New York
$553K +$475K +2,100 New
TNA
1808
True North Advisors
Texas
$552K +$93.5K +413 +25%
WC
1809
Weil Company
California
$550K -$8.37K -37 -2%
VWM
1810
Vivid Wealth Management
Iowa
$549K +$472K +2,087 New
BFPW
1811
BOK Financial Private Wealth
Colorado
$548K – – –
I
1812
InceptionR
California
$548K -$404K -1,787 -46%
BCM
1813
BluePointe Capital Management
California
$547K +$470K +2,078 New
EL
1814
EWA LLC
Pennsylvania
$547K +$14.5K +64 +3%
DA
1815
Dover Advisors
Virginia
$545K -$156K -688 -25%
IF
1816
Intrua Financial
Texas
$544K +$6.11K +27 +1%
BTW
1817
Boston Trust Walden
Massachusetts
$543K -$54.1K -239 -10%
FC
1818
Fulcrum Capital
Washington
$542K – – –
AIMC
1819
Alley Investment Management Company
Illinois
$542K – – –
NRC
1820
New Republic Capital
North Carolina
$541K -$144K -638 -24%
GKWIM
1821
Gerber Kawasaki Wealth & Investment Management
California
$539K -$192K -849 -29%
SMC
1822
Smith, Moore & Co
Missouri
$539K +$104K +460 +29%
NFA
1823
Northern Financial Advisors
Michigan
$537K +$97.5K +431 +27%
MI
1824
Motiv8 Investments
Florida
$537K +$461K +2,039 New
BBI
1825
Baxter Bros Inc
Connecticut
$534K +$30.1K +133 +7%
71 72
73
74 75