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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2151
Milestone Wealth
New York
$161K +$178K +633 New
HWA
2152
HHM Wealth Advisors
Tennessee
$159K -$56.2K -200 -24%
WIM
2153
Westside Investment Management
California
$157K +$64.6K +230 +16%
BCM
2154
Blume Capital Management
California
$152K – – –
OIA
2155
Optimum Investment Advisors
Illinois
$152K – – –
EPM
2156
Equitec Proprietary Markets
Illinois
$152K +$169K +600 New
BDWM
2157
Brewin Dolphin Wealth Management
Ireland
$150K -$21.1K -75 -11%
FCB
2158
First Command Bank
Texas
$149K – – –
T
2159
TOBAM
France
$147K -$57.6K -205 -26%
WPA
2160
West Paces Advisors
Georgia
$146K +$18.3K +65 +13%
KA
2161
Kozak & Associates
Colorado
$143K -$9.55K -34 -5%
AIM
2162
Arcadia Investment Management
Michigan
$142K – – –
KIG
2163
Kessler Investment Group
Indiana
$141K +$15.2K +54 +11%
AS
2164
Altshuler Shaham
Israel
$137K -$58.7K -209 -28%
RFWA
2165
RPg Family Wealth Advisory
Massachusetts
$136K – – –
BCP
2166
Blue Chip Partners
Michigan
$135K – – –
MCM
2167
MV Capital Management
Maryland
$135K +$8.99K +32 +6%
BWM
2168
BerganKDV Wealth Management
Minnesota
$133K -$8.99K -32 -6%
VC
2169
Vestor Capital
Illinois
$133K – – –
WOSD
2170
WFA of San Diego
California
$133K +$148K +525 New
JWA
2171
JFS Wealth Advisors
Pennsylvania
$130K – – –
LCM
2172
Logan Capital Management
Pennsylvania
$129K +$3.93K +14 +3%
ACM
2173
Antonetti Capital Management
Florida
$128K -$1.69K -6 -1%
HI
2174
Hudock Inc
Pennsylvania
$127K -$24.2K -86 -15%
HRC
2175
Hoertkorn Richard Charles
$127K – – –
85 86
87
88 89