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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
2201
Hanson & Doremus Investment Management
Vermont
$82K – – –
HFS
2202
Horizon Financial Services
North Carolina
$81.8K +$18.6K +106 +25%
SGK
2203
Steigerwald Gordon & Koch
Virginia
$80.8K -$11.6K -66 -11%
JAM
2204
JCIC Asset Management
Ontario, Canada
$80.3K – – –
VPW
2205
Vaquero Private Wealth
Texas
$80.1K +$89.9K +511 New
BCPWM
2206
Bradley & Co Private Wealth Management
Florida
$80K – – –
PWA
2207
Physician Wealth Advisors
Utah
$79.1K +$13.2K +75 +17%
FMP
2208
Financial Management Professionals
Texas
$77.2K +$17.8K +101 +26%
PWAM
2209
Private Wealth Asset Management
Iowa
$76.3K – – –
GKIM
2210
GW&K Investment Management
Massachusetts
$76K -$35.5K -202 -29%
JEST
2211
JTC Employer Solutions Trustee
Jersey
$75K +$83.7K +476 New
MWM
2212
Mascoma Wealth Management
New Hampshire
$74.7K -$1.05K -6 -1%
FUBT
2213
First United Bank & Trust
Maryland
$73.2K -$51K -290 -38%
T
2214
TOBAM
France
$72K +$81.2K +462 New
PAM
2215
Paradigm Asset Management
New York
$70.5K -$985K -5,600 -93%
EP
2216
Essential Partners
California
$70.3K -$203K -1,157 -72%
KC
2217
Knuff & Co
California
$68.9K -$365K -2,075 -83%
ACA
2218
Atlas Capital Advisors
Wyoming
$68K -$120K -681 -61%
MP
2219
McDonald Partners
Ohio
$67.8K -$2.12M -12,044 -97%
SFG
2220
Strive Financial Group
Indiana
$67.7K -$17.4K -99 -19%
SG
2221
Sankala Group
Colorado
$66.9K -$11.3K -64 -16%
WBC
2222
West Branch Capital
Massachusetts
$66.7K +$20.4K +116 +37%
NEWAS
2223
N.E.W. Advisory Services
Wisconsin
$66.2K +$14.4K +82 +24%
SIM
2224
Synergy Investment Management
Florida
$64.3K +$55.6K +316 +1,215%
RPA
2225
Redwood Park Advisors
California
$64.1K +$176 +1 +0.2%
87 88
89
90 91