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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%
AFPL
1881
Advus Financial Partners, LLC
Florida
$288K +$13K +60 +4%
CFO
1882
CVA Family Office
Colorado
$288K +$14.9K +69 +5%
CA
1883
Continuum Advisory
Idaho
$287K -$2.59K -12 -0.8%
CAMV
1884
Concord Asset Management (Virginia)
Virginia
$287K +$306K +1,415 New
CCA
1885
Cobblestone Capital Advisors
New York
$287K -$864 -4 -0.3%
H
1886
HoyleCohen
California
$286K -$2.59K -12 -0.8%
ITIM
1887
Indiana Trust & Investment Management
Indiana
$286K +$47.5K +220 +19%
SFI
1888
SPC Financial Inc
Maryland
$285K +$1.73K +8 +0.6%
JIC
1889
Joel Isaacson & Co
New York
$285K -$4.32K -20 -1%
KIG
1890
Kennedy Investment Group
New Jersey
$284K -$32.4K -150 -10%
DWM
1891
Dorchester Wealth Management
Quebec, Canada
$284K – – –
FMII
1892
Farmers & Merchants Investments Inc
Nebraska
$283K +$6.7K +31 +2%
IA
1893
IFG Advisors
Missouri
$282K – – –
BCP
1894
Berkeley Capital Partners
Georgia
$281K +$1.51K +7 +0.5%
EP
1895
Eudaimonia Partners
Tennessee
$280K -$13.6K -63 -4%
KA
1896
Klingman & Associates
New York
$280K -$9.29K -43 -3%
CFD
1897
Creative Financial Designs
Indiana
$279K – – –
CC
1898
Callan Capital
California
$278K +$68.1K +315 +30%
PCMC
1899
Private Capital Management (Colorado)
Colorado
$278K +$14.5K +67 +5%
WDL
1900
Well Done LLC
Michigan
$276K -$3.24K -15 -1%
74 75
76
77 78