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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2101
Fiduciary Alliance
South Carolina
$104K +$100K +492 New
POIA
2102
Pin Oak Investment Advisors
Texas
$100K -$14.7K -72 -13%
IUHSA
2103
Itau Unibanco Holding S.A.
Brazil
$99.1K -$48.8K -239 -34%
MWM
2104
Mascoma Wealth Management
New Hampshire
$98.8K – – –
VIA
2105
Virtus Investment Advisers
Connecticut
$98K +$94.7K +464 New
HDIM
2106
Hanson & Doremus Investment Management
Vermont
$98K -$18.6K -91 -16%
CYG
2107
Clean Yield Group
Vermont
$97.4K – – –
SFFS
2108
Stonehage Fleming Financial Services
Jersey
$96.1K – – –
HT
2109
Headlands Technologies
Illinois
$95.5K -$282K -1,380 -75%
CWC
2110
Carolinas Wealth Consulting
North Carolina
$95.3K +$71.9K +352 +356%
EBA
2111
Eagle Bay Advisors
New York
$94K +$2.25K +11 +3%
SIS
2112
Sound Income Strategies
Florida
$93.8K +$6.12K +30 +7%
BIA
2113
Bell Investment Advisors
California
$93.6K +$3.06K +15 +4%
XC
2114
XY Capital
Hong Kong
$93.4K +$90.2K +442 New
TSWM
2115
Tyler-Stone Wealth Management
Ohio
$91K +$87.8K +430 New
RFG
2116
RFP Financial Group
Georgia
$90.8K +$30.6K +150 +54%
PIAS
2117
PCA Investment Advisory Services
Ohio
$89.2K +$86.1K +422 New
FCG
2118
Financial Connections Group
California
$87K – – –
BAM
2119
Byrne Asset Management
New Jersey
$86K – – –
CCP
2120
Carmel Capital Partners
California
$84.5K -$62.9K -308 -44%
WAM
2121
WFA Asset Management
Wisconsin
$84.5K – – –
LCM
2122
Laurion Capital Management
New York
$84.5K +$81.7K +400 New
ACA
2123
Atlas Capital Advisors
Wyoming
$83.4K -$30.8K -151 -28%
C
2124
Covestor
United Kingdom
$79K -$1.23K -6 -2%
AIC
2125
Archer Investment Corporation
Indiana
$78.6K +$30.2K +148 +66%
83 84
85
86 87