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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1851
Hazlett, Burt & Watson
West Virginia
$440K -$113K -545 -19%
BA
1852
Bridgewater Advisors
New York
$439K -$88.3K -426 -14%
NPA
1853
Nichols & Pratt Advisers
Massachusetts
$438K -$166K -800 -25%
CAI
1854
Capital Advisors Inc
Oklahoma
$438K +$3.52K +17 +0.7%
EWA
1855
Etesian Wealth Advisors
Oregon
$437K -$207K -998 -30%
KA
1856
Klingman & Associates
New York
$436K -$302K -1,459 -38%
DI
1857
Diligent Investors
California
$435K +$17.2K +83 +4%
CWM
1858
Concentrum Wealth Management
California
$435K -$88.5K -427 -15%
KFAS
1859
Keating Financial Advisory Services
Kansas
$434K -$790K -3,813 -62%
WWM
1860
Walser Wealth Management
Florida
$434K +$92.6K +447 +24%
GWM
1861
Greenwich Wealth Management
Connecticut
$432K -$24K -116 -5%
B
1862
Bensler
Washington
$431K +$193K +932 +68%
CWM
1863
Connecticut Wealth Management
Connecticut
$429K +$2.69K +13 +0.6%
APW
1864
Axim Planning & Wealth
Ohio
$428K +$475K +2,292 New
IA
1865
IFG Advisors
Missouri
$427K +$15.5K +75 +3%
AMPWP
1866
Alvarez & Marsal Private Wealth Partners
Florida
$426K +$209K +1,010 +80%
EWA
1867
Eagle Wealth Advisors
Connecticut
$425K -$233K -1,124 -33%
TNA
1868
True North Advisors
Texas
$425K -$41.6K -201 -8%
BWA
1869
Basecamp Wealth Advisors
Washington
$424K +$6.22K +30 +1%
PWM
1870
Pines Wealth Management
North Carolina
$422K +$106K +513 +29%
VGDSS
1871
VUB Generali dochodkova spravcovska spolocnost
$422K – – –
HHRDM
1872
H&H Retirement Design & Management
Nevada
$421K +$475K +2,292 New
MWM
1873
MOR Wealth Management
Pennsylvania
$421K +$467K +2,256 New
CIM
1874
CIM Investment Management
Pennsylvania
$420K -$1.86K -9 -0.4%
MTIM
1875
Marathon Trading Investment Management
Pennsylvania
$420K +$466K +2,250 New
73 74
75
76 77