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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
2401
First Command Advisory Services
Texas
$137K +$7.49K +28 +6%
SIS
2402
Sound Income Strategies
Florida
$137K -$76K -284 -35%
POIA
2403
Pin Oak Investment Advisors
Texas
$133K +$5.35K +20 +4%
LJHT
2404
Laurie J. Hall Trustee
$130K – – –
KIG
2405
Kessler Investment Group
Indiana
$129K – – –
OIA
2406
Optimum Investment Advisors
Illinois
$129K – – –
DMBA
2407
Deseret Mutual Benefit Administrators
Utah
$120K – – –
MWM
2408
Mascoma Wealth Management
New Hampshire
$120K – – –
BIA
2409
Bell Investment Advisors
California
$120K +$2.41K +9 +2%
CSC
2410
Caldwell Sutter Capital
California
$120K +$75.2K +281 +152%
PMFA
2411
Plante Moran Financial Advisors
Michigan
$119K +$17.7K +66 +17%
EPW
2412
Evergreen Private Wealth
Colorado
$118K – – –
GKIM
2413
GW&K Investment Management
Massachusetts
$116K +$16.1K +60 +15%
DCBT
2414
Dakota Community Bank & Trust
North Dakota
$115K -$4.55K -17 -4%
HGERS
2415
Householder Group Estate & Retirement Specialist
Arizona
$113K +$17.7K +66 +18%
FCG
2416
Financial Connections Group
California
$106K – – –
WWP
2417
WR Wealth Planners
Missouri
$106K -$11.2K -42 -9%
IFAM
2418
Institutional & Family Asset Management
Colorado
$105K +$47.9K +179 +77%
JWA
2419
JFS Wealth Advisors
Pennsylvania
$103K -$19.5K -73 -15%
MAM
2420
Meeder Asset Management
Ohio
$102K -$459K -1,716 -81%
ACA
2421
Atlas Capital Advisors
Wyoming
$102K – – –
FMP
2422
Financial Management Professionals
Texas
$99K -$107K -401 -51%
SHIM
2423
Stone House Investment Management
Pennsylvania
$99K -$9.37K -35 -8%
AP
2424
Atwood & Palmer
Missouri
$97.7K -$31.8K -119 -24%
MWA
2425
MFA Wealth Advisors
Pennsylvania
$96.2K +$100K +374 New
95 96
97
98 99