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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1851
VisionPoint Advisory Group
Texas
$307K -$3.02M -14,044 -88%
BFG
1852
Berger Financial Group
Minnesota
$306K +$106K +492 +52%
CH
1853
Canton Hathaway
Rhode Island
$305K -$953K -4,426 -75%
FC
1854
Forte Capital
New York
$305K – – –
PIA
1855
Pinion Investment Advisors
Kansas
$305K +$31.6K +147 +11%
KPW
1856
Kore Private Wealth
New York
$305K +$135K +628 +78%
NAS
1857
Nicolet Advisory Services
Wisconsin
$304K +$61.1K +284 +23%
IA
1858
IFG Advisory
Georgia
$303K +$111K +515 +56%
CCMW
1859
Cypress Capital Management (Wyoming)
Wyoming
$301K – – –
TF
1860
Tompkins Financial
New York
$301K +$58.3K +271 +24%
WWM
1861
Windsor Wealth Management
Indiana
$300K -$297K -1,380 -48%
MSA
1862
Marino Stram & Associates
Massachusetts
$300K – – –
LGA
1863
Lebenthal Global Advisors
New York
$300K +$23.2K +108 +8%
AWM
1864
AllSquare Wealth Management
New York
$300K +$76K +353 +33%
WMA
1865
West Michigan Advisors
Michigan
$299K -$7.96K -37 -3%
SG
1866
Somerset Group
Minnesota
$299K +$10.8K +50 +4%
ZIC
1867
ZWJ Investment Counsel
Georgia
$297K – – –
IGWM
1868
ICA Group Wealth Management
Colorado
$297K +$349K +1,622 New
BFA
1869
Beacon Financial Advisory
Ohio
$296K -$31.9K -148 -10%
HKIMG
1870
Hutchens & Kramer Investment Management Group
Indiana
$296K -$861 -4 -0.3%
OIS
1871
Okabena Investment Services
Minnesota
$296K – – –
CWM
1872
Cedar Wealth Management
California
$296K +$3.66K +17 +1%
HIC
1873
Holderness Investments Company
North Carolina
$295K -$22K -102 -7%
LF
1874
Lantz Financial
Illinois
$295K +$1.08K +5 +0.4%
PHIC
1875
Pine Haven Investment Counsel
Massachusetts
$295K +$74.2K +345 +33%
73 74
75
76 77