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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
2051
Private Capital Group
Connecticut
$207K -$26.7K -124 -11%
AAMC
2052
Asset Allocation & Management Company
Illinois
$207K – – –
BCM
2053
Breiter Capital Management
Florida
$207K – – –
FWM
2054
Focused Wealth Management
New York
$207K +$33.4K +155 +19%
RWM
2055
RBA Wealth Management
California
$206K – – –
AWG
2056
Altus Wealth Group
Colorado
$205K +$6.24K +29 +3%
WPC
2057
Waters Parkerson & Co
Louisiana
$203K -$158K -733 -43%
JCIA
2058
Jackson Creek Investment Advisors
Colorado
$203K -$10.5K -49 -5%
MIA
2059
MainStreet Investment Advisors
Illinois
$203K +$10.8K +50 +6%
VC
2060
Vicus Capital
Pennsylvania
$201K +$204K +946 New
NICM
2061
Neo Ivy Capital Management
New York
$200K +$37.4K +174 +23%
WPA
2062
West Paces Advisors
Georgia
$197K +$76.4K +355 +62%
SPWG
2063
Sage Private Wealth Group
Illinois
$196K +$23K +107 +13%
WFA
2064
Wellspring Financial Advisors
Ohio
$195K -$3.44K -16 -2%
BDS
2065
Banco de Sabadell
Florida
$195K – – –
DMBA
2066
Deseret Mutual Benefit Administrators
Utah
$195K +$4.3K +20 +2%
SCA
2067
Sandy Cove Advisors
Massachusetts
$193K +$31.4K +146 +19%
FM
2068
Freemont Management
Switzerland
$191K – – –
ACM
2069
Aquatic Capital Management
Illinois
$191K +$43K +200 +29%
CT
2070
Clearstead Trust
Maine
$190K +$137K +635 +246%
TSW
2071
Thompson Siegel & Walmsley
Virginia
$182K – – –
RIM
2072
Rockbridge Investment Management
New York
$181K -$128K -595 -41%
SGA
2073
Seaport Global Advisors
Massachusetts
$179K -$220K -1,023 -55%
NSIM
2074
North Star Investment Management
Illinois
$178K – – –
CWC
2075
Carolinas Wealth Consulting
North Carolina
$173K -$6.46K -30 -4%
81 82
83
84 85