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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
2101
Northwest & Ethical Investments
Ontario, Canada
$452K -$16.1M -64,985 -97%
SPAS
2102
Spectrum Planning & Advisory Services
California
$451K +$6.71K +27 +2%
PB
2103
Pinnacle Bancorp
Nebraska
$450K -$37.3K -150 -8%
MCA
2104
MSH Capital Advisors
Arizona
$449K +$421K +1,695 New
LI
2105
LRI Investments
Florida
$447K +$75.8K +305 +1%
STA
2106
Smith Thornton Advisors
Alabama
$447K +$3.73K +15 +0.9%
AF
2107
Aviso Financial
Ontario, Canada
$447K -$796K -3,204 -66%
DJYG
2108
David J. Yvars Group
Florida
$446K +$29.8K +120 +8%
LT
2109
Legacy Trust
Michigan
$446K – – –
DCM
2110
DGS Capital Management
New Jersey
$446K +$199K +800 +91%
TWM
2111
Thryve Wealth Management
Texas
$446K +$418K +1,683 New
JTWM
2112
Jackson Thornton Wealth Management
Alabama
$445K +$421K +1,693 New
WF
2113
Wayfinding Financial
Washington
$443K -$27.1K -109 -6%
PMSA
2114
Patrick M. Sweeney & Associates
Illinois
$442K +$36.5K +147 +10%
JC
2115
JM2 Capital
Oklahoma
$441K +$414K +1,666 New
GWAG
2116
Garrett Wealth Advisory Group
Texas
$439K -$19.9K -80 -5%
BCA
2117
Bay Colony Advisors
Massachusetts
$439K +$412K +1,656 New
KOC
2118
Koss-Olinger Consulting
Florida
$438K -$119K -478 -22%
LSIA
2119
LaSalle St. Investment Advisors
Illinois
$437K +$4.22K +17 +1%
MWMDPGFG
2120
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$436K +$409K +1,645 New
ONSWM
2121
Old North State Wealth Management
North Carolina
$435K +$172K +691 +73%
CL
2122
CVFG LLC
Indiana
$435K +$18.1K +73 +5%
EP
2123
EPIQ Partners
Minnesota
$435K -$6.71K -27 -2%
LEA
2124
Legacy Edge Advisors
New York
$434K -$15.2K -61 -4%
CAM
2125
Claret Asset Management
Quebec, Canada
$434K +$12.9K +52 +3%
83 84
85
86 87