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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1876
Richard W. Paul & Associates
Michigan
$291K -$11K -51 -3%
SWP
1877
Semus Wealth Partners
Florida
$291K +$2.59K +12 +0.8%
VC
1878
Veery Capital
Delaware
$290K – – –
LPAM
1879
Lodestar Private Asset Management
California
$289K -$6.05K -28 -2%
ACA
1880
Aspire Capital Advisors
Washington
$288K +$4.11K +19 +1%
CFO
1881
CVA Family Office
Colorado
$288K +$14.9K +69 +5%
CA
1882
Continuum Advisory
Idaho
$287K -$2.59K -12 -0.8%
CAMV
1883
Concord Asset Management (Virginia)
Virginia
$287K +$306K +1,415 New
CCA
1884
Cobblestone Capital Advisors
New York
$287K -$864 -4 -0.3%
H
1885
HoyleCohen
California
$286K -$2.59K -12 -0.8%
ITIM
1886
Indiana Trust & Investment Management
Indiana
$286K +$47.5K +220 +19%
SFI
1887
SPC Financial Inc
Maryland
$285K +$1.73K +8 +0.6%
JIC
1888
Joel Isaacson & Co
New York
$285K -$4.32K -20 -1%
KIG
1889
Kennedy Investment Group
New Jersey
$284K -$32.4K -150 -10%
DWM
1890
Dorchester Wealth Management
Quebec, Canada
$284K – – –
FMII
1891
Farmers & Merchants Investments Inc
Nebraska
$283K +$6.7K +31 +2%
IA
1892
IFG Advisors
Missouri
$282K – – –
BCP
1893
Berkeley Capital Partners
Georgia
$281K +$1.51K +7 +0.5%
EP
1894
Eudaimonia Partners
Tennessee
$280K -$13.6K -63 -4%
KA
1895
Klingman & Associates
New York
$280K -$9.29K -43 -3%
CFD
1896
Creative Financial Designs
Indiana
$279K – – –
CC
1897
Callan Capital
California
$278K +$68.1K +315 +30%
PCMC
1898
Private Capital Management (Colorado)
Colorado
$278K +$14.5K +67 +5%
WDL
1899
Well Done LLC
Michigan
$276K -$3.24K -15 -1%
EWM
1900
Evermay Wealth Management
Virginia
$275K -$5.19K -24 -2%
74 75
76
77 78