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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1876
Operose Advisors
Wisconsin
$75K – – –
HRC
1877
Hoertkorn Richard Charles
$72K – – –
HI
1878
Hoey Investments
Pennsylvania
$72K +$42.4K +250 +100%
MIM
1879
Meridiem Investment Management
United Kingdom
$72K +$84.8K +500 New
SWM
1880
Sugarloaf Wealth Management
Georgia
$71K -$4.58K -27 -5%
M1FG
1881
Mach-1 Financial Group
Arkansas
$71K – – –
WWMSC
1882
Wagner Wealth Management (South Carolina)
South Carolina
$69K +$9.33K +55 +13%
AWM
1883
Abound Wealth Management
Tennessee
$68.9K +$81.2K +479 New
RCG
1884
Rock Creek Group
District of Columbia
$68K +$9.16K +54 +13%
MWM
1885
Mascoma Wealth Management
New Hampshire
$67K – – –
CWC
1886
Carolinas Wealth Consulting
North Carolina
$66K -$38.5K -227 -33%
LCM
1887
Logan Capital Management
Pennsylvania
$66K -$8.99K -53 -10%
CYG
1888
Clean Yield Group
Vermont
$66K – – –
HIM
1889
Hillsdale Investment Management
Ontario, Canada
$66K +$23.9K +141 +44%
DCBT
1890
Dakota Community Bank & Trust
North Dakota
$66K +$78K +460 New
MCM
1891
Manchester Capital Management
Vermont
$65K -$3.05K -18 -4%
ACM
1892
Antonetti Capital Management
Florida
$65K – – –
AIP
1893
Almanack Investment Partners
Pennsylvania
$65K +$76.6K +452 New
POIA
1894
Pin Oak Investment Advisors
Texas
$64K – – –
SIS
1895
Sound Income Strategies
Florida
$64K +$30.9K +182 +70%
ACA
1896
Atlas Capital Advisors
Wyoming
$63.4K -$25.4K -150 -25%
JFGIW
1897
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K +$5.76K +34 +9%
PWMG
1898
Prestige Wealth Management Group
New Jersey
$61K -$31.7K -187 -31%
HI
1899
Hudock Inc
Pennsylvania
$61K – – –
EBA
1900
Eagle Bay Advisors
New York
$60K -$9.84K -58 -12%
74 75
76
77 78