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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2476
Mayfair Advisory Group
Alabama
$216K +$230K +910 New
CWA
2477
Centennial Wealth Advisory
Michigan
$215K +$14.4K +57 +7%
F8IS
2478
Figure 8 Investment Strategies
Idaho
$214K -$10.1K -40 -4%
PP
2479
Postrock Partners
Oregon
$214K – – –
WSWA
2480
Warren Street Wealth Advisors
California
$214K -$35.1K -139 -13%
MRI
2481
Mad River Investors
Massachusetts
$213K +$227K +900 New
ERWM
2482
Elk River Wealth Management
Colorado
$213K – – –
SPC
2483
Spirepoint Private Client
Florida
$213K -$72.4K -287 -24%
WSFG
2484
Wall Street Financial Group
Illinois
$213K +$226K +898 New
WF
2485
Whelan Financial
California
$213K +$226K +897 New
EAM
2486
Evanson Asset Management
California
$212K -$6.3K -25 -3%
GT
2487
GreatBanc Trust
Illinois
$212K +$226K +895 New
SSWG
2488
Seven Springs Wealth Group
Tennessee
$212K – – –
KWM
2489
Kingsman Wealth Management
Florida
$212K -$66.1K -262 -23%
RWM
2490
Rialto Wealth Management
New York
$212K – – –
SW
2491
SkyOak Wealth
Michigan
$211K +$1.51K +6 +0.7%
AWA
2492
Archvest Wealth Advisors
California
$211K +$14.4K +57 +7%
VCP
2493
Verus Capital Partners
Arizona
$211K +$23.2K +92 +12%
SN
2494
Sittner & Nelson
Oregon
$211K +$19.2K +76 +9%
SAM
2495
Summit Asset Management
Tennessee
$210K – – –
BFS
2496
Burkett Financial Services
South Carolina
$210K +$504 +2 +0.2%
DCM
2497
DGS Capital Management
New Jersey
$209K +$5.8K +23 +3%
SIAP
2498
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K +$36.1K +143 +19%
CW
2499
Code Waechter
Florida
$209K +$11.1K +44 +5%
CAAS
2500
Capital Asset Advisory Services
Michigan
$209K -$46.2K -183 -17%
98 99
100
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