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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2176
Cottage Street Advisors
Massachusetts
$552K -$638 -2 -0.1%
RLH
2177
RD Lewis Holdings
Florida
$551K +$540K +1,691 New
AF
2178
Apexium Financial
Texas
$551K +$26.5K +83 +5%
JCM
2179
Jacobsen Capital Management
Utah
$550K +$21.7K +68 +4%
WP
2180
WMS Partners
Maryland
$549K +$31.9K +100 +6%
GA
2181
Guerra Advisors
Florida
$549K +$524K +1,641 New
RC
2182
Rovin Capital
Arizona
$545K -$418K -1,311 -45%
TWA
2183
TCI Wealth Advisors
Arizona
$545K +$5.75K +18 +1%
FSA
2184
Fort Sheridan Advisors
Illinois
$545K +$31.9K +100 +7%
VFG
2185
V2 Financial group
Illinois
$544K – – –
SMC
2186
Smith, Moore & Co
Missouri
$544K +$50.7K +159 +11%
WCM
2187
Wedge Capital Management
North Carolina
$544K -$21.4K -67 -4%
JWCA
2188
J.W. Coons Advisors
Ohio
$543K -$33.5K -105 -6%
OW
2189
Olistico Wealth
Oklahoma
$542K +$16K +50 +3%
BTWM
2190
Brass Tax Wealth Management
Ohio
$542K +$517K +1,621 New
CAM
2191
Claret Asset Management
Quebec, Canada
$542K +$148K +464 +40%
LWM
2192
LJI Wealth Management
Indiana
$542K +$8.3K +26 +2%
PFA
2193
Pathway Financial Advisors
Vermont
$542K -$4.15K -13 -0.8%
MWM
2194
Mattern Wealth Management
Kansas
$540K +$54.3K +170 +12%
TDB
2195
Thompson David Blair
$539K +$515K +1,613 New
CIP
2196
Convergence Investment Partners
Florida
$539K -$3.51K -11 -0.7%
FNBT
2197
FineMark National Bank & Trust
Florida
$537K +$229K +719 +81%
GAA
2198
Guardian Asset Advisors
Pennsylvania
$537K +$36.4K +114 +8%
OWMIAS
2199
One Wealth Management Investment & Advisory Services
Florida
$532K – – –
RIP
2200
Reliant Investment Partners
North Carolina
$532K +$507K +1,590 New
86 87
88
89 90