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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2051
Powers Advisory Group
Illinois
$349K -$4.53K -20 -1%
WBCM
2052
Wilson & Boucher Capital Management
California
$349K – – –
WDG
2053
Wealth Dimensions Group
Ohio
$349K -$46.6K -206 -13%
FNBSF
2054
First National Bank Sioux Falls
South Dakota
$348K – – –
AWM
2055
AllSquare Wealth Management
New York
$348K +$23.8K +105 +9%
WDL
2056
Well Done LLC
Michigan
$348K -$9.05K -40 -3%
LFA
2057
Landmark Financial Advisors
Kentucky
$347K +$26.9K +119 +10%
NSIM
2058
North Star Investment Management
Illinois
$347K +$29.4K +130 +11%
HIC
2059
Holderness Investments Company
North Carolina
$347K +$5.66K +25 +2%
BFA
2060
Beacon Financial Advisory
Ohio
$344K -$55.4K -245 -16%
DFG
2061
Delta Financial Group
New Jersey
$343K +$45.3K +200 +18%
BIA
2062
Benchmark Investment Advisors
Illinois
$343K +$295K +1,303 New
C
2063
CEDRUS
Colorado
$342K +$294K +1,301 New
P
2064
&Partners
Tennessee
$342K +$65.2K +288 +28%
WC
2065
Waterloo Capital
Texas
$342K +$294K +1,299 New
MCM
2066
Mengis Capital Management
Oregon
$342K -$2.04K -9 -0.7%
OWM
2067
Opes Wealth Management
California
$341K +$8.37K +37 +3%
WA
2068
Wealth Architects
California
$340K +$50.2K +222 +21%
IA
2069
Insight Advisors
Pennsylvania
$340K -$2.49K -11 -0.8%
FAM
2070
Formidable Asset Management
Ohio
$340K +$11.3K +50 +4%
KWM
2071
Kolinsky Wealth Management
New Jersey
$339K -$2.94K -13 -1%
PIA
2072
Pinion Investment Advisors
Kansas
$338K +$291K +1,286 New
PE
2073
Point72 Europe
United Kingdom
$338K +$291K +1,284 New
RCM
2074
Raleigh Capital Management
North Carolina
$337K +$31.5K +139 +12%
FFL
2075
Future Fund LLC
Illinois
$336K -$84.9K -375 -23%
81 82
83
84 85