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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2101
Westside Investment Management
California
$132K +$281K +1,306 +78%
HWA
2102
HHM Wealth Advisors
Tennessee
$132K – – –
C
2103
Covestor
United Kingdom
$132K +$40K +186 +43%
AA
2104
Addison Advisors
Vermont
$126K +$111K +518 +700%
CDIA
2105
Capital Directions Investment Advisors
Georgia
$123K +$124K +578 New
RCG
2106
Rock Creek Group
District of Columbia
$121K -$120K -558 -49%
GIA
2107
GHP Investment Advisors
Colorado
$121K +$123K +572 New
AIM
2108
Arcadia Investment Management
Michigan
$119K – – –
JSAM
2109
J. Safra Asset Management
New York
$118K – – –
KIG
2110
Kessler Investment Group
Indiana
$118K – – –
VC
2111
Vestor Capital
Illinois
$118K +$6.24K +29 +6%
GM
2112
GeoWealth Management
Illinois
$115K +$116K +541 New
RFWA
2113
RPg Family Wealth Advisory
Massachusetts
$114K – – –
OA
2114
Operose Advisors
Wisconsin
$111K +$94K +437 +514%
PMFA
2115
Plante Moran Financial Advisors
Michigan
$110K -$51.4K -239 -31%
AIC
2116
Archer Investment Corporation
Indiana
$108K -$402K -1,868 -78%
LCM
2117
Logan Capital Management
Pennsylvania
$108K – – –
ACM
2118
Antonetti Capital Management
Florida
$107K – – –
HRC
2119
Hoertkorn Richard Charles
$106K – – –
MWM
2120
Mascoma Wealth Management
New Hampshire
$106K – – –
HI
2121
Hudock Inc
Pennsylvania
$104K -$1.72K -8 -2%
BDWM
2122
Brewin Dolphin Wealth Management
Ireland
$103K -$22.6K -105 -18%
DWP
2123
Destiny Wealth Partners
Florida
$103K – – –
ME
2124
McIlrath & Eck
Washington
$102K +$31.2K +145 +43%
MCM
2125
MV Capital Management
Maryland
$99K -$14.4K -67 -13%
83 84
85
86 87