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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
2451
EnRich Financial Partners
Wisconsin
$102K – – –
CSWM
2452
Cassady Schiller Wealth Management
Ohio
$102K – – –
BWP
2453
Baldwin Wealth Partners
Massachusetts
$101K +$36.1K +141 +62%
ACA
2454
American Capital Advisory
Idaho
$98.5K – – –
CPG
2455
Cornerstone Planning Group
New Jersey
$97.8K +$1.02K +4 +1%
PWMG
2456
Private Wealth Management Group
New Jersey
$97.7K +$9.48K +37 +12%
CHC
2457
City Holding Co
West Virginia
$96.1K – – –
UID
2458
Union Investments & Development
Israel
$95.8K – – –
JAM
2459
JCIC Asset Management
Ontario, Canada
$93.1K +$6.66K +26 +8%
ECM
2460
Estabrook Capital Management
New York
$90.6K – – –
SC
2461
Swan Capital
Florida
$90.1K – – –
OAJ
2462
Ogorek Anthony Joseph
New York
$88K +$2.05K +8 +3%
PMFA
2463
Plante Moran Financial Advisors
Michigan
$87.9K -$36.6K -143 -31%
MLA
2464
MB, Levis & Associates
Pennsylvania
$85.1K – – –
UIA
2465
Ulland Investment Advisors
Minnesota
$85K -$64K -250 -45%
BHWM
2466
Bay Harbor Wealth Management
Maryland
$85K -$3.59K -14 -4%
BONH
2467
Bank of New Hampshire
New Hampshire
$84.8K – – –
FIM
2468
FWL Investment Management
Texas
$84.8K +$3.84K +15 +5%
MSFP
2469
Mark Sheptoff Financial Planning
Connecticut
$82.1K +$76.8K +300 New
HFS
2470
Horizon Financial Services
North Carolina
$81.6K – – –
LCM
2471
Logan Capital Management
Pennsylvania
$81.6K – – –
NIC
2472
Northwest Investment Counselors
Oregon
$81.6K +$76.3K +298 New
BBPWM
2473
Blue Bell Private Wealth Management
Pennsylvania
$80.8K +$3.07K +12 +4%
PWMG
2474
Prestige Wealth Management Group
New Jersey
$80K -$1.79K -7 -2%
DAM
2475
Delta Asset Management
Tennessee
$79.9K – – –
97 98
99
100 101