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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2476
SSI Investment Management
California
$258K – – –
BNA
2477
BankChampaign National Association
Illinois
$258K +$242K +974 New
MA
2478
MCF Advisors
Kentucky
$258K +$205K +826 +570%
CAAS
2479
Capital Asset Advisory Services
Michigan
$257K +$24.6K +99 +11%
TA
2480
Tactive Advisors
Florida
$257K +$241K +971 New
RS
2481
Retirement Solution
Washington
$257K +$7.46K +30 +3%
IP
2482
Indivisible Partners
Florida
$257K +$241K +970 New
FA
2483
Fermata Advisors
California
$257K – – –
LWP
2484
LeClair Wealth Partners
Ohio
$256K +$7.21K +29 +3%
SIC
2485
Sigma Investment Counselors
Michigan
$256K -$17.1K -69 -7%
AIC
2486
Archer Investment Corporation
Indiana
$256K +$11.7K +47 +5%
GI
2487
Gradient Investments
Minnesota
$256K -$33.1K -133 -12%
OW
2488
Olistico Wealth
Oklahoma
$255K -$169K -680 -41%
BSSFA
2489
Baron Silver Stevens Financial Advisors
Florida
$254K -$30.6K -123 -11%
MCC
2490
Money Concepts Capital
Florida
$253K -$14.7K -59 -6%
GSWM
2491
Golden State Wealth Management
California
$252K -$52.7K -212 -18%
WDC
2492
Woodward Diversified Capital
California
$251K -$43.7K -176 -16%
KA
2493
Kozak & Associates
Colorado
$251K -$385K -1,548 -62%
EFL
2494
ERn Financial LLC
Wisconsin
$251K +$236K +948 New
BWG
2495
Balanced Wealth Group
Ohio
$251K +$497 +2 +0.2%
GAMC
2496
Garner Asset Management Corp
Texas
$250K – – –
HOWA
2497
Hudson Oak Wealth Advisory
New Jersey
$250K +$235K +944 New
AGA
2498
Arkos Global Advisors
Texas
$250K -$64.6K -260 -22%
AAA
2499
American Alpha Advisors
New York
$250K -$177K -712 -43%
CAL
2500
Capital Advisors Ltd
Ohio
$249K -$19.6K -79 -8%
98 99
100
101 102