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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1976
RGT Wealth Advisors
Texas
$207K -$26.7K -105 -12%
TFM
1977
TFC Financial Management
Massachusetts
$207K – – –
CBFP
1978
Cedar Brook Financial Partners
Ohio
$207K +$194K +763 New
BIA
1979
Bigelow Investment Advisors
Maine
$206K +$193K +760 New
CA
1980
Cornerstone Advisory
Maryland
$206K +$193K +761 New
SDWMA
1981
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$193K +761 New
BHBT
1982
Burke & Herbert Bank & Trust
Virginia
$205K +$192K +755 New
WAS
1983
Wealth Advisory Solutions
Indiana
$205K +$192K +756 New
FNB
1984
Farmers National Bank
Kentucky
$204K +$233K +918 New
BCA
1985
Biltmore Capital Advisors
New Jersey
$204K -$20.1K -79 -10%
MAWCM
1986
Mine & Arao Wealth Creation & Management
California
$204K +$508 +2 +0.3%
AS
1987
Altshuler Shaham
Israel
$204K +$108K +424 +131%
JAG
1988
Journey Advisory Group
Kentucky
$204K +$191K +753 New
BC
1989
Burney Company
Virginia
$204K +$191K +754 New
PAM
1990
Palisade Asset Management
Minnesota
$203K +$190K +747 New
SA
1991
Sicart Associates
New York
$203K +$190K +750 New
BWM
1992
Biltmore Wealth Management
Arizona
$202K +$189K +743 New
HR
1993
Howe & Rusling
New York
$201K -$1.02K -4 -0.5%
ACA
1994
Affinity Capital Advisors
California
$200K +$187K +738 New
JC
1995
Jacobs & Co
California
$200K +$188K +741 New
HIIFS
1996
Harel Insurance Investments & Financial Services
Israel
$197K -$3.66M -14,431 -95%
GWS
1997
Glassman Wealth Services
Virginia
$197K +$32K +126 +21%
BFC
1998
Bedel Financial Consulting
Indiana
$187K +$508 +2 +0.3%
SIMG
1999
Stephens Investment Management Group
Texas
$184K – – –
BDWM
2000
Brewin Dolphin Wealth Management
Ireland
$180K +$19K +75 +13%
78 79
80
81 82