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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2376
Pettee Investors
Connecticut
$398K +$49.8K +156 +15%
CAGAS
2377
Capital Advisory Group Advisory Services
Minnesota
$398K -$8.3K -26 -2%
FCM
2378
Fourpath Capital Management
Oklahoma
$397K +$20.7K +65 +6%
FPWM
2379
FSB Premier Wealth Management
Iowa
$395K +$80.1K +251 +27%
CFS
2380
CRA Financial Services
New Jersey
$393K +$5.11K +16 +1%
ST
2381
Sabal Trust
Florida
$393K – – –
MFWP
2382
Mosaic Family Wealth Partners
Missouri
$393K +$32.6K +102 +9%
HA
2383
Huntleigh Advisors
Missouri
$393K +$375K +1,175 New
FA
2384
Fermata Advisors
California
$393K -$230K -722 -38%
WAM
2385
Werlinich Asset Management
Connecticut
$392K – – –
GA
2386
GFS Advisors
Texas
$392K +$374K +1,173 New
NED
2387
Nancy E. Dempze
$391K +$373K +1,170 New
VI
2388
VanderPol Investments
Michigan
$391K +$15K +47 +4%
FWA
2389
FSM Wealth Advisors
Ohio
$391K +$390K +1,221 New
MHC
2390
May Hill Capital
Massachusetts
$389K +$371K +1,164 New
IA
2391
Integrity Alliance
Iowa
$387K +$370K +1,159 New
ITIM
2392
Indiana Trust & Investment Management
Indiana
$387K – – –
FA
2393
Fiduciary Alliance
South Carolina
$385K -$34.8K -109 -9%
MAWCM
2394
Mine & Arao Wealth Creation & Management
California
$384K +$4.79K +15 +1%
APA
2395
Astoria Portfolio Advisors
New York
$384K -$24.6K -77 -6%
T
2396
Transce3nd
Texas
$384K +$366K +1,148 New
JSC
2397
Jackson Square Capital
California
$384K +$107K +334 +41%
EFSCE
2398
Enterprise Financial Services Corp (EFSC)
Missouri
$383K +$1.92K +6 +0.5%
ECM
2399
Elgethun Capital Management
South Dakota
$382K +$46.3K +145 +15%
SIC
2400
Sterling Investment Counsel
New York
$382K -$842K -2,637 -70%
94 95
96
97 98