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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2201
Howe & Rusling
New York
$283K +$265K +1,035 New
PI
2202
Pettee Investors
Connecticut
$283K – – –
KIG
2203
Kennedy Investment Group
New Jersey
$282K -$42K -164 -14%
APW
2204
Aurora Private Wealth
New Jersey
$282K -$51.2K -200 -16%
MSA
2205
McAlister Sweet & Associates
Texas
$282K -$38.4K -150 -13%
WH
2206
Willner & Heller
California
$281K +$256 +1 +0.1%
WDL
2207
Well Done LLC
Michigan
$281K -$6.15K -24 -2%
FG
2208
Foster Group
Iowa
$281K +$10.8K +42 +4%
PFG
2209
Prosperity Financial Group
California
$280K +$11.8K +46 +5%
IA
2210
Insight Advisors
Pennsylvania
$280K -$50.5K -197 -16%
WA
2211
Westfuller Advisors
New York
$280K +$262K +1,021 New
ACG
2212
Allen Capital Group
Nebraska
$280K +$52.5K +205 +25%
RI
2213
Ridgewood Investments
New Jersey
$279K -$97.6K -381 -27%
TIM
2214
Thompson Investment Management
Wisconsin
$279K – – –
FFG
2215
Frisch Financial Group
New York
$279K +$512 +2 +0.2%
WA
2216
Wambolt & Associates
Colorado
$278K -$512 -2 -0.2%
CFA
2217
Cahill Financial Advisors
Minnesota
$278K +$54.3K +212 +26%
CAAS
2218
Capital Asset Advisory Services
Michigan
$278K +$33.3K +130 +16%
MAM
2219
McLean Asset Management
Virginia
$278K +$3.07K +12 +1%
CSIC
2220
Clifford Swan Investment Counsel
California
$277K – – –
WHCI
2221
W.H. Cornerstone Investments
Massachusetts
$277K -$3.33K -13 -1%
MAG
2222
MRA Advisory Group
New Jersey
$275K +$25.6K +100 +11%
DIM
2223
DLK Investment Management
California
$274K -$9.48K -37 -4%
MUAMU
2224
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$274K -$256K -1,000 -50%
HCM
2225
Highview Capital Management
Illinois
$274K – – –
87 88
89
90 91