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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
2176
Round Rock Advisors
Connecticut
$402K +$377K +1,517 New
MPCA
2177
Madison Park Capital Advisors
Washington
$401K -$46K -185 -11%
VA
2178
Verdad Advisers
Massachusetts
$401K +$376K +1,514 New
LWM
2179
Lionshead Wealth Management
New York
$400K +$2.98K +12 +0.8%
WWM
2180
Westwood Wealth Management
California
$400K +$375K +1,511 New
CRB
2181
Chad R. Baker
$400K -$5.78M -23,270 -94%
TW
2182
TritonPoint Wealth
Maryland
$400K -$3.09M -12,424 -89%
BB
2183
Busey Bank
Illinois
$399K +$4.97K +20 +1%
BRIA
2184
Balanced Rock Investment Advisors
Massachusetts
$399K -$2.48K -10 -0.7%
DWA
2185
Delap Wealth Advisory
Oregon
$398K +$54.4K +219 +17%
HA
2186
Harbor Advisors
Florida
$397K – – –
BMCM
2187
Black Maple Capital Management
Wisconsin
$397K +$124K +500 +50%
CQWA
2188
Chokshi & Queen Wealth Advisors
California
$397K +$373K +1,500 New
KCM
2189
Kathmere Capital Management
Pennsylvania
$397K +$107K +431 +40%
HCM
2190
Hengehold Capital Management
Ohio
$396K -$2.48K -10 -0.7%
FNBT
2191
FineMark National Bank & Trust
Florida
$395K +$52.7K +212 +17%
JF
2192
JMN Financial
Ohio
$394K +$369K +1,486 New
WF
2193
Womack Financial
Texas
$394K – – –
FAT
2194
First American Trust
California
$393K +$90.2K +363 +32%
BMC
2195
Beaton Management Company
Massachusetts
$393K +$24.9K +100 +7%
VCP
2196
Verus Capital Partners
Arizona
$392K +$146K +589 +66%
DG
2197
Dala Group
Illinois
$391K +$367K +1,478 New
CC
2198
Cypress Capital
Tennessee
$391K +$10.2K +41 +3%
TC
2199
Tannin Capital
North Carolina
$391K +$367K +1,476 New
VW
2200
Vantus Wealth
Pennsylvania
$389K +$365K +1,470 New
86 87
88
89 90