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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1801
Beaumont Financial Advisors
Massachusetts
$744K -$14.7K -51 -2%
AF
1802
Advisornet Financial
Minnesota
$738K -$117K -406 -14%
DCM
1803
Driehaus Capital Management
Illinois
$738K -$114K -396 -14%
MI
1804
Motiv8 Investments
Florida
$737K +$118K +409 +20%
GF
1805
Gries Financial
Ohio
$735K +$238K +826 +51%
EHWM
1806
Eads & Heald Wealth Management
Georgia
$733K +$160K +553 +29%
CCG
1807
Catalina Capital Group
California
$733K +$469K +1,625 +201%
CP
1808
Castleview Partners
Texas
$732K +$6.06K +21 +0.9%
HL
1809
HeadInvest LLC
Maine
$732K -$6.06K -21 -0.9%
MPM
1810
MBB Public Markets
Illinois
$730K +$700K +2,425 New
CIM
1811
CIM Investment Management
Pennsylvania
$730K – – –
PWM
1812
Prentice Wealth Management
New York
$728K +$35.2K +122 +5%
CIS
1813
Custom Index Systems
New York
$727K +$48.8K +169 +8%
IF
1814
Intrua Financial
Texas
$725K +$97.2K +337 +16%
KIC
1815
Kensington Investment Counsel
California
$724K +$51.1K +177 +8%
IHL
1816
Investment House LLC
California
$721K +$28.9K +100 +4%
SC
1817
Sierra Capital
Florida
$720K +$690K +2,390 New
BFC
1818
Blue Fin Capital
Rhode Island
$717K +$8.95K +31 +1%
KA
1819
Kozak & Associates
Colorado
$716K +$866 +3 +0.1%
SWM
1820
Salvus Wealth Management
New Jersey
$715K -$4.91K -17 -0.7%
AFM
1821
Abbot Financial Management
Massachusetts
$713K – – –
FFO
1822
Fortitude Family Office
Arizona
$713K – – –
IAS
1823
Insigneo Advisory Services
Florida
$709K -$2.38M -8,239 -78%
CCA
1824
Childress Capital Advisors
Texas
$708K +$26K +90 +4%
SIM
1825
Studio Investment Management
Illinois
$708K +$34.6K +120 +5%
71 72
73
74 75