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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1951
Montecito Bank & Trust
California
$248K +$264K +1,222 New
BFC
1952
Bedel Financial Consulting
Indiana
$247K – – –
AWM
1953
AllSquare Wealth Management
New York
$247K -$16.6K -77 -6%
EW
1954
Element Wealth
Mississippi
$247K -$9.51K -44 -3%
FPGK
1955
Financial Partners Group (Kansas)
Kansas
$246K +$4.11K +19 +2%
WAM
1956
Werlinich Asset Management
Connecticut
$245K +$648 +3 +0.2%
WP
1957
WMS Partners
Maryland
$245K -$67.6K -313 -21%
BWP
1958
Balboa Wealth Partners
Arizona
$245K -$104K -482 -29%
CPA
1959
Capital Planning Advisors
California
$244K -$2.59K -12 -1%
TNBTD
1960
Trustmark National Bank Trust Department
Mississippi
$243K -$49.7K -230 -16%
DAM
1961
Deltec Asset Management
New York
$243K – – –
LFA
1962
Landmark Financial Advisors
Kentucky
$243K +$1.95K +9 +0.8%
LFG
1963
Larson Financial Group
Missouri
$243K -$38.5K -178 -13%
JF
1964
JSF Financial
California
$243K -$5.19K -24 -2%
APG
1965
Abacus Planning Group
South Carolina
$243K – – –
PCM
1966
Princeton Capital Management
New Jersey
$243K – – –
SG
1967
Somerset Group
Minnesota
$243K -$25.9K -120 -9%
XC
1968
XY Capital
Hong Kong
$243K +$163K +754 +171%
FOA
1969
Five Oceans Advisors
California
$242K +$216 +1 +0.1%
FWCM
1970
Ferguson Wellman Capital Management
Oregon
$242K -$60.7K -281 -19%
KA
1971
Kure Advisory
Minnesota
$242K +$258K +1,192 New
FMC
1972
First Merchants Corp
Indiana
$242K -$6.91K -32 -3%
GCA
1973
Gradient Capital Advisors
California
$241K +$42.3K +196 +20%
NSIM
1974
North Star Investment Management
Illinois
$241K +$25.9K +120 +11%
SAG
1975
Spotlight Asset Group
Illinois
$240K – – –
77 78
79
80 81