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CRM

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