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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2451
Wealth Effects
Massachusetts
$283K +$38.9K +125 +13%
CCA
2452
Catalyst Capital Advisors
New York
$283K +$102K +327 +45%
GCM
2453
Gallacher Capital Management
Colorado
$283K -$45.4K -146 -12%
EW
2454
Element Wealth
Mississippi
$282K -$19.9K -64 -6%
CAAS
2455
Capital Asset Advisory Services
Michigan
$282K +$4.35K +14 +1%
SPA
2456
Sherbrooke Park Advisers
New York
$282K +$76.8K +247 +31%
CIS
2457
Custom Index Systems
New York
$280K -$74.3K -239 -19%
LAM
2458
Lifestyle Asset Management
Texas
$280K -$11.5K -37 -3%
WEG
2459
World Equity Group
Illinois
$280K -$72.5K -233 -18%
KCPG
2460
Kavar Capital Partners Group
Kansas
$279K +$311 +1 +0.1%
FA
2461
FDx Advisors
Illinois
$279K -$19.9K -64 -6%
OWCM
2462
One Wealth Capital Management
Arizona
$279K +$88.6K +285 +38%
HR
2463
Howe & Rusling
New York
$278K -$311 -1 -0.1%
GHA
2464
Granite Harbor Advisors
Texas
$277K +$90.5K +291 +39%
WA
2465
Westfuller Advisors
New York
$276K +$2.49K +8 +0.8%
MSA
2466
McAlister Sweet & Associates
Texas
$276K – – –
WH
2467
Willner & Heller
California
$276K -$311 -1 -0.1%
PWP
2468
Prasad Wealth Partners
Ohio
$275K -$622 -2 -0.2%
CSIC
2469
Clifford Swan Investment Counsel
California
$275K +$3.73K +12 +1%
AA
2470
Apriem Advisors
California
$275K +$40.7K +131 +15%
PA
2471
PSI Advisors
Florida
$275K -$58.8K -189 -16%
OC
2472
Oarsman Capital
Wisconsin
$275K -$933 -3 -0.3%
HKIMG
2473
Hutchens & Kramer Investment Management Group
Indiana
$274K -$4.98K -16 -2%
FFG
2474
Frisch Financial Group
New York
$274K +$622 +2 +0.2%
TIM
2475
Thompson Investment Management
Wisconsin
$274K – – –
97 98
99
100 101