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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2251
AdvisorShares Investments
Maryland
$490K +$468K +1,465 New
WF
2252
Womack Financial
Texas
$490K +$468K +1,465 New
STA
2253
Smith Thornton Advisors
Alabama
$489K – – –
MP
2254
Moment Partners
California
$488K +$466K +1,460 New
MBTD
2255
Mechanics Bank - Trust Department
California
$488K +$466K +1,459 New
MWA
2256
Muirfield Wealth Advisors
North Carolina
$487K +$10.5K +33 +2%
FFA
2257
First Foundation Advisors
California
$485K +$9.57K +30 +2%
CCA
2258
Cobblestone Capital Advisors
New York
$485K – – –
SCA
2259
Sandy Cove Advisors
Massachusetts
$484K +$75.6K +237 +20%
BFAG
2260
Blackston Financial Advisory Group
Florida
$484K +$54.6K +171 +13%
PAG
2261
Paladin Advisory Group
Iowa
$483K – – –
FF
2262
Farrell Financial
New York
$483K – – –
BCMLT
2263
Beacon Capital Management LLC (Tennessee)
Tennessee
$482K +$319 +1 +0.1%
CFG
2264
Copley Financial Group
California
$482K -$80.1K -251 -15%
DIM
2265
DC Investments Management
Virginia
$482K – – –
AWM
2266
AllSquare Wealth Management
New York
$481K +$5.11K +16 +1%
ATC
2267
Adirondack Trust Company
New York
$479K – – –
WIA
2268
Wetzel Investment Advisors
Indiana
$478K -$33.2K -104 -7%
CFD
2269
Creative Financial Designs
Indiana
$478K – – –
DA
2270
Drake & Associates
Wisconsin
$476K +$466K +1,460 New
TSMHT
2271
Thurston Springer Miller Herd & Titak
Indiana
$475K +$295K +924 +186%
HFS
2272
Howard Financial Services
Texas
$473K +$85.5K +268 +23%
PGWM
2273
Parisi Gray Wealth Management
New Jersey
$473K +$46.6K +146 +12%
CL
2274
CVFG LLC
Indiana
$472K +$450K +1,411 New
PIA
2275
Pinion Investment Advisors
Kansas
$470K -$20.4K -64 -4%
89 90
91
92 93