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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
2101
Laurie J. Hall Trustee
$104K -$6.48K -30 -6%
POIA
2102
Pin Oak Investment Advisors
Texas
$104K +$8.64K +40 +8%
CBT
2103
CoreFirst Bank & Trust
Kansas
$101K – – –
HDIM
2104
Hanson & Doremus Investment Management
Vermont
$100K +$6.48K +30 +6%
OA
2105
Operose Advisors
Wisconsin
$97.5K +$83.2K +385 +401%
CYG
2106
Clean Yield Group
Vermont
$95.4K – – –
MWM
2107
Mascoma Wealth Management
New Hampshire
$94.7K – – –
EBA
2108
Eagle Bay Advisors
New York
$92.3K +$2.16K +10 +2%
SFFS
2109
Stonehage Fleming Financial Services
Jersey
$92.3K – – –
AAP
2110
Arax Advisory Partners
Colorado
$91.9K -$30.9K -143 -24%
BIA
2111
Bell Investment Advisors
California
$91.7K +$1.95K +9 +2%
AWM
2112
Activest Wealth Management
Florida
$90.8K -$83.6K -387 -46%
SIS
2113
Sound Income Strategies
Florida
$87.6K -$2.59K -12 -3%
RFG
2114
RFP Financial Group
Georgia
$87.2K – – –
PWMG
2115
Prestige Wealth Management Group
New Jersey
$84.4K -$21.6K -100 -19%
VIA
2116
Virtus Investment Advisers
Connecticut
$84.4K -$10.4K -48 -10%
FCG
2117
Financial Connections Group
California
$84K – – –
C
2118
Covestor
United Kingdom
$83K +$7.56K +35 +9%
BAM
2119
Byrne Asset Management
New Jersey
$82K – – –
CPG
2120
Cornerstone Planning Group
New Jersey
$81.9K -$19.2K -89 -18%
WAM
2121
WFA Asset Management
Wisconsin
$81.1K – – –
MTIM
2122
Marathon Trading Investment Management
Pennsylvania
$80.7K +$67K +310 +352%
CWC
2123
Carolinas Wealth Consulting
North Carolina
$80.3K -$11K -51 -11%
ACA
2124
Atlas Capital Advisors
Wyoming
$80.1K – – –
PPWM
2125
PFG Private Wealth Management
Florida
$80.1K +$85.3K +395 New
83 84
85
86 87