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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2226
Legato Capital Management
California
$375K +$352K +1,417 New
FWP
2227
Fiduciary Wealth Partners
Massachusetts
$375K -$16.9K -68 -5%
GWMIA
2228
Global Wealth Management Investment Advisory
Florida
$375K -$3M -12,084 -90%
CFIA
2229
Cantor Fitzgerald Investment Advisors
New York
$374K – – –
HC
2230
Hamilton Capital
Ohio
$374K +$350K +1,410 New
AIA
2231
AssuredPartners Investment Advisors
Florida
$371K +$348K +1,402 New
ATC
2232
Adirondack Trust Company
New York
$371K +$249 +1 +0.1%
SCA
2233
Sandy Cove Advisors
Massachusetts
$371K +$5.72K +23 +2%
CPCM
2234
Cardinal Point Capital Management
Ontario, Canada
$371K -$9.94K -40 -3%
CT
2235
Coastline Trust
Rhode Island
$371K -$1.28M -5,132 -79%
MPM
2236
Meritage Portfolio Management
Kansas
$370K -$86K -346 -20%
DG
2237
DMC Group
Alabama
$370K +$347K +1,395 New
WH
2238
Willner & Heller
California
$369K +$746 +3 +0.2%
DIM
2239
Delta Investment Management
California
$369K -$785K -3,157 -69%
SQA
2240
Simon Quick Advisors
New Jersey
$369K +$72.6K +292 +27%
SFG
2241
Southern Financial Group
Alabama
$368K +$345K +1,389 New
OWM
2242
Opes Wealth Management
California
$368K -$5.96K -24 -2%
QFW
2243
QTR Family Wealth
Florida
$368K +$5.96K +24 +1%
SIAG
2244
Safeguard Investment Advisory Group
California
$367K +$8.95K +36 +3%
AWM
2245
Atticus Wealth Management
Florida
$367K -$16.2K -65 -4%
FPCP
2246
Fort Point Capital Partners
California
$367K +$51.4K +207 +15%
ANBT
2247
American National Bank & Trust
Texas
$366K -$92.7K -373 -21%
SWA
2248
Strata Wealth Advisors
Texas
$366K +$26.8K +108 +8%
PI
2249
Pettee Investors
Connecticut
$366K -$39.3K -158 -10%
MWM
2250
Meritas Wealth Management
California
$366K – – –
88 89
90
91 92