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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1901
IFG Advisory
Georgia
$250K -$11.2K -44 -5%
TAM
1902
Taurus Asset Management
New York
$250K – – –
PL
1903
Plancorp LLC
Missouri
$250K +$14K +55 +6%
FAG
1904
Financial Advisory Group
Texas
$249K – – –
SBWIC
1905
Schaper Benz & Wise Investment Counsel
Wisconsin
$249K – – –
EBA
1906
Eagle Bay Advisors
New York
$249K +$130K +511 +125%
WFA
1907
Wellspring Financial Advisors
Ohio
$248K +$4.57K +18 +2%
DLA
1908
Douglas Lane & Associates
New York
$248K +$21.3K +84 +10%
LBC
1909
Lowe Brockenbrough & Co
Virginia
$248K +$232K +913 New
BFWA
1910
Benchmark Financial Wealth Advisors
Florida
$248K +$232K +914 New
CAI
1911
Capital Advisors Inc
Oklahoma
$247K -$60.7K -239 -21%
APG
1912
Abacus Planning Group
South Carolina
$247K -$40.9K -161 -15%
CFS
1913
CRA Financial Services
New Jersey
$246K – – –
GIA
1914
Granite Investment Advisors
New Hampshire
$246K +$230K +906 New
HCP
1915
Hexagon Capital Partners
Arkansas
$245K -$25.4K -100 -10%
CF
1916
Corrigan Financial
Rhode Island
$244K – – –
FAFN
1917
First Affirmative Financial Network
Colorado
$244K +$228K +899 New
PCMC
1918
Private Capital Management (Colorado)
Colorado
$242K -$12.4K -49 -5%
CHP
1919
Cable Hill Partners
Oregon
$242K +$227K +894 New
RWG
1920
Ratio Wealth Group
Colorado
$241K +$226K +889 New
KWM
1921
Keebeck Wealth Management
Illinois
$241K -$90.7K -357 -29%
SAM
1922
SignalPoint Asset Management
Missouri
$240K +$2.03K +8 +0.9%
AI
1923
Accredited Investors
Minnesota
$240K +$10.9K +43 +5%
SHA
1924
Seneca House Advisors
Virginia
$239K -$65.3K -257 -23%
CSPIA
1925
Cary Street Partners Investment Advisory
Virginia
$238K +$12.7K +50 +6%
75 76
77
78 79