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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
2451
Financial Connections Group
California
$103K -$9.99K -39 -9%
MWA
2452
MFA Wealth Advisors
Pennsylvania
$102K – – –
EFP
2453
EnRich Financial Partners
Wisconsin
$102K – – –
CSWM
2454
Cassady Schiller Wealth Management
Ohio
$102K – – –
BWP
2455
Baldwin Wealth Partners
Massachusetts
$101K +$36.1K +141 +62%
ACA
2456
American Capital Advisory
Idaho
$98.5K – – –
CPG
2457
Cornerstone Planning Group
New Jersey
$97.8K +$1.02K +4 +1%
PWMG
2458
Private Wealth Management Group
New Jersey
$97.7K +$9.48K +37 +12%
CHC
2459
City Holding Co
West Virginia
$96.1K – – –
UID
2460
Union Investments & Development
Israel
$95.8K – – –
JAM
2461
JCIC Asset Management
Ontario, Canada
$93.1K +$6.66K +26 +8%
ECM
2462
Estabrook Capital Management
New York
$90.6K – – –
SC
2463
Swan Capital
Florida
$90.1K – – –
OAJ
2464
Ogorek Anthony Joseph
New York
$88K +$2.05K +8 +3%
PMFA
2465
Plante Moran Financial Advisors
Michigan
$87.9K -$36.6K -143 -31%
MLA
2466
MB, Levis & Associates
Pennsylvania
$85.1K – – –
UIA
2467
Ulland Investment Advisors
Minnesota
$85K -$64K -250 -45%
BHWM
2468
Bay Harbor Wealth Management
Maryland
$85K -$3.59K -14 -4%
BONH
2469
Bank of New Hampshire
New Hampshire
$84.8K – – –
FIM
2470
FWL Investment Management
Texas
$84.8K +$3.84K +15 +5%
MSFP
2471
Mark Sheptoff Financial Planning
Connecticut
$82.1K +$76.8K +300 New
HFS
2472
Horizon Financial Services
North Carolina
$81.6K – – –
LCM
2473
Logan Capital Management
Pennsylvania
$81.6K – – –
NIC
2474
Northwest Investment Counselors
Oregon
$81.6K +$76.3K +298 New
BBPWM
2475
Blue Bell Private Wealth Management
Pennsylvania
$80.8K +$3.07K +12 +4%
97 98
99
100 101