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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
2476
United Asset Strategies
New York
$273K -$1.65M -6,186 -86%
JSAM
2477
J. Safra Asset Management
New York
$273K -$45.2K -169 -14%
HCM
2478
Highview Capital Management
Illinois
$273K – – –
CAIMH
2479
Central Asset Investments & Management Holdings
Hong Kong
$273K +$267K +1,000 New
CQWA
2480
Chokshi & Queen Wealth Advisors
California
$273K +$267K +1,000 New
TCM
2481
Triumph Capital Management
Colorado
$272K -$721K -2,698 -73%
MFWP
2482
Mosaic Family Wealth Partners
Missouri
$272K -$5.08K -19 -2%
CWA
2483
Cura Wealth Advisors
Illinois
$272K – – –
LRIA
2484
Leonard Rickey Investment Advisors
Washington
$272K +$3.74K +14 +1%
CNFG
2485
Creegan & Nassoura Financial Group
New Hampshire
$272K +$266K +996 New
MFS
2486
Madrona Financial Services
Washington
$271K +$6.68K +25 +3%
CPA
2487
Capital Planning Advisors
California
$270K -$22.7K -85 -8%
BFWA
2488
Benchmark Financial Wealth Advisors
Florida
$270K +$11.2K +42 +4%
WA
2489
Wambolt & Associates
Colorado
$268K +$4.01K +15 +2%
HR
2490
Howe & Rusling
New York
$268K -$14.7K -55 -5%
AIC
2491
Archer Investment Corporation
Indiana
$268K +$21.7K +81 +9%
GFG
2492
Greenberg Financial Group
Arizona
$267K +$155K +579 +51%
HWP
2493
Highline Wealth Partners
California
$267K +$2.41K +9 +0.9%
OWCM
2494
One Wealth Capital Management
Arizona
$267K -$15.8K -59 -6%
NG
2495
Novem Group
New York
$267K -$37.2K -139 -12%
CWMS
2496
Cannon Wealth Management Services
North Carolina
$266K -$78.3K -293 -23%
AAMA
2497
Advanced Asset Management Advisors
Ohio
$266K – – –
SIM
2498
SSI Investment Management
California
$266K -$144K -538 -36%
APW
2499
Aurora Private Wealth
New Jersey
$265K -$802 -3 -0.3%
FWM
2500
Focused Wealth Management
New York
$263K -$269K -1,006 -51%
98 99
100
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