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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
2126
TrustCore Financial Services
Tennessee
$198K -$7.87K -28 -3%
AIM
2127
ARK Investment Management
Florida
$195K +$216K +768 New
NICM
2128
Neo Ivy Capital Management
New York
$195K +$216K +768 New
TFM
2129
TFC Financial Management
Massachusetts
$194K – – –
GWS
2130
Glassman Wealth Services
Virginia
$194K +$9.83K +35 +5%
PMFA
2131
Plante Moran Financial Advisors
Michigan
$193K +$99.5K +354 +87%
SCA
2132
Sandy Cove Advisors
Massachusetts
$193K +$214K +761 New
MAWCM
2133
Mine & Arao Wealth Creation & Management
California
$191K – – –
HR
2134
Howe & Rusling
New York
$188K – – –
BFC
2135
Bedel Financial Consulting
Indiana
$188K +$13.5K +48 +7%
BWM
2136
Baystate Wealth Management
Massachusetts
$184K +$21.9K +78 +12%
SFO
2137
Standard Family Office
South Dakota
$182K +$201K +716 New
FMII
2138
Farmers & Merchants Investments Inc
Nebraska
$178K +$10.4K +37 +6%
ACM
2139
Aquatic Capital Management
Illinois
$178K +$197K +700 New
MCM
2140
Magnolia Capital Management
New York
$178K +$197K +700 New
UID
2141
Union Investments & Development
Israel
$178K +$197K +700 New
KFP
2142
KB Financial Partners
New Jersey
$176K -$38.8K -138 -17%
HIM
2143
Hillsdale Investment Management
Ontario, Canada
$175K +$61.8K +220 +47%
SIMG
2144
Stephens Investment Management Group
Texas
$173K – – –
ZIG
2145
Zullo Investment Group
Pennsylvania
$172K +$191K +678 New
SIAP
2146
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$171K -$34K -121 -15%
CSB
2147
City State Bank
Iowa
$170K +$187K +667 New
SFM
2148
Signet Financial Management
New Jersey
$167K +$185K +657 New
HWM
2149
Holloway Wealth Management
Florida
$162K – – –
IFAM
2150
Institutional & Family Asset Management
Colorado
$162K +$1.41K +5 +0.8%
84 85
86
87 88