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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1876
Community Bank
New York
$70K – – –
PA
1877
Perennial Advisors
New York
$70K +$76.1K +313 New
VCG
1878
Vantage Consulting Group
Virginia
$70K +$76.6K +315 New
EC
1879
Estate Counselors
Wisconsin
$69K +$74.9K +308 New
PHAM
1880
Portland Hill Asset Management
United Kingdom
$69K +$75.6K +311 New
FCMT
1881
Founders Capital Management (Texas)
Texas
$67K +$73K +300 New
JAM
1882
JCIC Asset Management
Ontario, Canada
$64K +$37.2K +153 +113%
CYG
1883
Clean Yield Group
Vermont
$63K – – –
SIM
1884
Seaview Investment Managers
Florida
$62K +$8.51K +35 +14%
IRC
1885
Investors Research Corp
Georgia
$60K – – –
RCG
1886
Rock Creek Group
District of Columbia
$57K -$60.3K -248 -49%
TVWM
1887
Tower View Wealth Management
Wisconsin
$57K – – –
HFM
1888
Hartford Financial Management
Connecticut
$57K +$12.2K +50 +24%
CT
1889
Clearstead Trust
Maine
$57K +$20.7K +85 +50%
CWA
1890
Clearview Wealth Advisors
Oregon
$57K +$62.7K +258 New
KIG
1891
Kessler Investment Group
Indiana
$56K – – –
LWA
1892
Lenox Wealth Advisors
New York
$56K – – –
FWM
1893
FSA Wealth Management
Massachusetts
$56K +$60.8K +250 New
EIP
1894
Ellis Investment Partners
Pennsylvania
$55K – – –
NR
1895
Newfound Research
Massachusetts
$55K +$18K +74 +43%
FCB
1896
First Command Bank
Texas
$54K +$19.9K +82 +52%
FCFS
1897
First Command Financial Services
Texas
$54K +$19.9K +82 +52%
RWG
1898
Regal Wealth Group
California
$54K +$59.1K +243 New
CHC
1899
City Holding Co
West Virginia
$50K – – –
AAP
1900
Arax Advisory Partners
Colorado
$49K +$12.4K +51 +30%
74 75
76
77 78