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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2151
Strive Asset Management
Ohio
$370K -$96.8K -384 -20%
MSFS
2152
Main Street Financial Solutions
Pennsylvania
$369K -$24.5K -97 -6%
HWA
2153
HCR Wealth Advisors
California
$369K -$34K -135 -8%
TCM
2154
Telos Capital Management
California
$368K -$96.1K -381 -20%
DWA
2155
Dougherty Wealth Advisers
Minnesota
$367K – – –
CCA
2156
Cobblestone Capital Advisors
New York
$366K +$18.7K +74 +5%
SW
2157
SlateStone Wealth
Florida
$366K -$31K -123 -7%
CPWM
2158
Cypress Point Wealth Management
Texas
$366K – – –
SPA
2159
Sherbrooke Park Advisers
New York
$365K -$268K -1,061 -41%
PI
2160
Pettee Investors
Connecticut
$365K -$48.9K -194 -11%
OWMIAS
2161
One Wealth Management Investment & Advisory Services
Florida
$364K -$4.54K -18 -1%
GAM
2162
Griffin Asset Management
New York
$364K -$135K -534 -26%
HFS
2163
Howard Financial Services
Texas
$362K +$7.06K +28 +2%
RFO
2164
RiverGlades Family Offices
Florida
$361K – – –
JC
2165
JB Capital
Connecticut
$361K -$8.07K -32 -2%
PMSA
2166
Patrick M. Sweeney & Associates
Illinois
$360K -$6.05K -24 -2%
CCT
2167
Chemung Canal Trust
New York
$360K -$267K -1,057 -41%
BRIA
2168
Balanced Rock Investment Advisors
Massachusetts
$359K -$7.31K -29 -2%
WAM
2169
Werlinich Asset Management
Connecticut
$359K +$87.5K +347 +30%
CA
2170
Calton & Associates
Florida
$357K +$75.9K +301 +25%
HCM
2171
Hengehold Capital Management
Ohio
$357K +$5.55K +22 +1%
GEM
2172
Global Endowment Management
North Carolina
$356K +$379K +1,504 New
HA
2173
Harbor Advisors
Florida
$356K – – –
IF
2174
Intrua Financial
Texas
$355K +$378K +1,500 New
LWM
2175
Lionshead Wealth Management
New York
$355K -$22.7K -90 -6%
85 86
87
88 89