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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
2101
Highline Wealth Partners
California
$105K +$73K +338 +189%
LJHT
2102
Laurie J. Hall Trustee
$104K -$6.48K -30 -6%
POIA
2103
Pin Oak Investment Advisors
Texas
$104K +$8.64K +40 +8%
CBT
2104
CoreFirst Bank & Trust
Kansas
$101K – – –
HDIM
2105
Hanson & Doremus Investment Management
Vermont
$100K +$6.48K +30 +6%
OA
2106
Operose Advisors
Wisconsin
$97.5K +$83.2K +385 +401%
CYG
2107
Clean Yield Group
Vermont
$95.4K – – –
MWM
2108
Mascoma Wealth Management
New Hampshire
$94.7K – – –
EBA
2109
Eagle Bay Advisors
New York
$92.3K +$2.16K +10 +2%
SFFS
2110
Stonehage Fleming Financial Services
Jersey
$92.3K – – –
AAP
2111
Arax Advisory Partners
Colorado
$91.9K -$30.9K -143 -24%
BIA
2112
Bell Investment Advisors
California
$91.7K +$1.95K +9 +2%
AWM
2113
Activest Wealth Management
Florida
$90.8K -$83.6K -387 -46%
SIS
2114
Sound Income Strategies
Florida
$87.6K -$2.59K -12 -3%
RFG
2115
RFP Financial Group
Georgia
$87.2K – – –
PWMG
2116
Prestige Wealth Management Group
New Jersey
$84.4K -$21.6K -100 -19%
VIA
2117
Virtus Investment Advisers
Connecticut
$84.4K -$10.4K -48 -10%
FCG
2118
Financial Connections Group
California
$84K – – –
C
2119
Covestor
United Kingdom
$83K +$7.56K +35 +9%
BAM
2120
Byrne Asset Management
New Jersey
$82K – – –
CPG
2121
Cornerstone Planning Group
New Jersey
$81.9K -$19.2K -89 -18%
WAM
2122
WFA Asset Management
Wisconsin
$81.1K – – –
MTIM
2123
Marathon Trading Investment Management
Pennsylvania
$80.7K +$67K +310 +352%
CWC
2124
Carolinas Wealth Consulting
North Carolina
$80.3K -$11K -51 -11%
ACA
2125
Atlas Capital Advisors
Wyoming
$80.1K – – –
83 84
85
86 87