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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
2051
MainStreet Investment Advisors
Illinois
$230K -$34.3K -122 -12%
VFM
2052
Vivid Financial Management
California
$230K -$17.7K -63 -7%
CFS
2053
CRA Financial Services
New Jersey
$230K – – –
UL
2054
Unionview LLC
Washington
$230K +$254K +905 New
BDS
2055
Banco de Sabadell
Florida
$229K -$2.2M -7,819 -90%
BFWA
2056
Benchmark Financial Wealth Advisors
Florida
$229K -$3.37K -12 -1%
CBFP
2057
Cedar Brook Financial Partners
Ohio
$229K +$38.8K +138 +18%
PCM
2058
Palisade Capital Management
New Jersey
$229K +$253K +900 New
CF
2059
Corrigan Financial
Rhode Island
$229K – – –
DMBA
2060
Deseret Mutual Benefit Administrators
Utah
$228K +$21.6K +77 +9%
FM
2061
Freemont Management
Switzerland
$228K +$122K +435 +94%
MC
2062
Manteio Capital
New Jersey
$228K +$252K +896 New
EFSCE
2063
Enterprise Financial Services Corp (EFSC)
Missouri
$227K -$89.1K -317 -26%
AI
2064
Accredited Investors
Minnesota
$227K +$2.25K +8 +0.9%
MA
2065
MJP Associates
Connecticut
$226K -$71.7K -255 -22%
RWG
2066
Ratio Wealth Group
Colorado
$226K – – –
PP
2067
Patten & Patten
Tennessee
$224K +$248K +883 New
SCFS
2068
S.C. Financial Services
Arizona
$224K +$275K +979 New
FA
2069
Fermata Advisors
California
$223K +$12.1K +43 +5%
CCP
2070
Cassia Capital Partners
North Carolina
$222K -$2.06M -7,334 -89%
IIA
2071
ICW Investment Advisors
Arizona
$222K +$843 +3 +0.3%
CAM
2072
Claret Asset Management
Quebec, Canada
$222K +$28.1K +100 +13%
TBA
2073
Tower Bridge Advisors
Pennsylvania
$222K -$17.1K -61 -7%
SAM
2074
SignalPoint Asset Management
Missouri
$221K -$4.21K -15 -2%
SIC
2075
Sigma Investment Counselors
Michigan
$221K +$17.1K +61 +8%
81 82
83
84 85