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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1926
Ancora Advisors
Ohio
$261K +$50.3K +233 +22%
VLC
1927
Van Leeuwen & Company
New Jersey
$260K +$277K +1,282 New
TI
1928
Truepoint Inc
Ohio
$258K +$275K +1,274 New
WIS
1929
Wright Investors Service
Connecticut
$258K -$674K -3,120 -71%
GCP
1930
GSA Capital Partners
United Kingdom
$257K +$274K +1,269 New
SCM
1931
Sitrin Capital Management
California
$257K – – –
SFG
1932
Sovereign Financial Group
Connecticut
$257K -$57.5K -266 -17%
BMC
1933
Beaton Management Company
Massachusetts
$256K +$2.59K +12 +1%
FFA
1934
Fortune Financial Advisors
Kansas
$256K – – –
JWM
1935
Janiczek Wealth Management
Colorado
$256K +$3.89K +18 +1%
OWM
1936
Opes Wealth Management
California
$255K -$33.9K -157 -11%
FAFN
1937
First Affirmative Financial Network
Colorado
$255K +$271K +1,256 New
TFCP
1938
Twin Focus Capital Partners
Massachusetts
$254K -$50.3K -233 -16%
CFO
1939
Collective Family Office
Pennsylvania
$254K -$180K -833 -40%
AFM
1940
Armstrong Fleming & Moore
District of Columbia
$253K – – –
DA
1941
DSC Advisors
Illinois
$252K +$12.7K +59 +5%
CC
1942
Corton Capital
Ontario, Canada
$252K -$290K -1,344 -52%
FAM
1943
Formidable Asset Management
Ohio
$252K +$10.8K +50 +4%
B
1944
Bellecapital
Switzerland
$251K +$2.81K +13 +1%
SWA
1945
Strata Wealth Advisors
Texas
$251K +$267K +1,237 New
YWM
1946
Yoder Wealth Management
California
$251K +$11.7K +54 +5%
DCM
1947
DGS Capital Management
New Jersey
$250K +$266K +1,233 New
GMA
1948
Glassy Mountain Advisors
Maryland
$249K – – –
SIC
1949
Sigma Investment Counselors
Michigan
$248K +$48.2K +223 +22%
MBT
1950
Montecito Bank & Trust
California
$248K +$264K +1,222 New
76 77
78
79 80