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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2151
TFO Wealth Partners
Ohio
$56.8K +$1.73K +8 +3%
BBPWM
2152
Blue Bell Private Wealth Management
Pennsylvania
$56.6K +$33.1K +153 +121%
CAM
2153
Chesapeake Asset Management
New York
$55K +$1.95K +9 +3%
WBC
2154
West Branch Capital
Massachusetts
$54.3K +$648 +3 +1%
AP
2155
Atwood & Palmer
Missouri
$54.1K – – –
IFAM
2156
Institutional & Family Asset Management
Colorado
$53.1K -$2.59K -12 -4%
TVWM
2157
Tower View Wealth Management
Wisconsin
$53K – – –
HFM
2158
Hartford Financial Management
Connecticut
$52.5K – – –
FIM
2159
FWL Investment Management
Texas
$50.7K +$54K +250 New
GA
2160
GoalVest Advisory
New York
$49.9K +$5.83K +27 +12%
ICM
2161
Intrepid Capital Management
Florida
$47.9K – – –
FPFS
2162
First Personal Financial Services
North Carolina
$47.2K -$17.5K -81 -26%
WWP
2163
WR Wealth Planners
Missouri
$46.2K -$28.5K -132 -37%
JAM
2164
JCIC Asset Management
Ontario, Canada
$45.4K – – –
CFS
2165
CGC Financial Services
Oregon
$45.2K – – –
GIA
2166
GHP Investment Advisors
Colorado
$44K – – –
TAM
2167
Tucker Asset Management
Colorado
$43.8K -$2.16K -10 -4%
TIM
2168
Tortoise Investment Management
New York
$42.4K +$3.02K +14 +7%
PCFFS
2169
Pacific Center for Financial Services
California
$41.4K – – –
EA
2170
Emerald Advisers
Pennsylvania
$40.6K +$43.2K +200 New
MHR
2171
Matthew Hamilton Rosenberg
$39.3K – – –
SIC
2172
SJS Investment Consulting
Ohio
$38.7K – – –
HMS
2173
Hanseatic Management Services
New Mexico
$38.5K +$648 +3 +2%
PBK
2174
Peoples Bank (Kansas)
Kansas
$38.5K +$41.1K +190 New
ME
2175
McIlrath & Eck
Washington
$38.1K -$13.6K -63 -25%
85 86
87
88 89