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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ETCM
2126
Evolutionary Tree Capital Management
Virginia
$323K – – –
HOWA
2127
Heritage Oak Wealth Advisors
Florida
$323K +$302K +1,180 New
ST
2128
Sabal Trust
Florida
$322K +$3.84K +15 +1%
WAM
2129
Werlinich Asset Management
Connecticut
$320K – – –
CFS
2130
CRA Financial Services
New Jersey
$318K +$9.73K +38 +3%
ITIM
2131
Indiana Trust & Investment Management
Indiana
$317K +$19K +74 +7%
CAM
2132
Claret Asset Management
Quebec, Canada
$316K +$1.02K +4 +0.3%
SAW
2133
Signal Advisors Wealth
Michigan
$315K +$295K +1,152 New
NC
2134
Napatree Capital
Rhode Island
$315K +$295K +1,151 New
HFS
2135
Howard Financial Services
Texas
$314K +$294K +1,148 New
VF
2136
Vawter Financial
Ohio
$313K – – –
MCM
2137
Manchester Capital Management
Vermont
$312K +$79.9K +312 +38%
KCPG
2138
Kavar Capital Partners Group
Kansas
$312K – – –
EFSCE
2139
Enterprise Financial Services Corp (EFSC)
Missouri
$312K +$512 +2 +0.2%
OWM
2140
OneAscent Wealth Management
Alabama
$311K -$79.1K -309 -21%
VC
2141
Veracity Capital
Georgia
$311K +$9.73K +38 +3%
EFA
2142
Evernest Financial Advisors
Indiana
$311K -$8.2K -32 -3%
MAWCM
2143
Mine & Arao Wealth Creation & Management
California
$310K – – –
DFG
2144
Delta Financial Group
New Jersey
$310K +$7.17K +28 +3%
BSTWA
2145
Blake Schutter Theil Wealth Advisors
Ohio
$310K +$290K +1,132 New
SIC
2146
Sigma Investment Counselors
Michigan
$310K – – –
BIA
2147
Benchmark Investment Advisors
Illinois
$309K +$1.28K +5 +0.4%
GFA
2148
Gallagher Fiduciary Advisors
Illinois
$309K -$30.7K -120 -10%
WI
2149
Wintrust Investments
Illinois
$309K -$2.58M -10,056 -90%
PWAM
2150
Pinnacle West Asset Management
Wyoming
$309K +$3.84K +15 +1%
84 85
86
87 88