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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2576
Peterson Financial Group
Iowa
$20.5K +$19.2K +75 New
PA
2577
Pineridge Advisors
Missouri
$20.5K – – –
PG
2578
Proffitt & Goodson
Tennessee
$19.4K +$1.79K +7 +11%
BAM
2579
Bellevue Asset Management
Washington
$19.2K – – –
CAM
2580
Costello Asset Management
Pennsylvania
$18.9K – – –
OLVIG
2581
Oliver Lagore Vanvalin Investment Group
Michigan
$18.3K – – –
LFASL
2582
Lugano Financial Advisors SA (LFA)
Switzerland
$17K – – –
PIS
2583
POM Investment Strategies
North Carolina
$16.7K -$22.5K -88 -59%
NMM
2584
Naples Money Management
Florida
$16.4K -$768 -3 -5%
TC
2585
Trust Company
Kansas
$16.4K – – –
PP
2586
PFS Partners
New Jersey
$15.9K – – –
NC
2587
NewSquare Capital
Pennsylvania
$15.9K -$4.44M -17,350 -100%
CWA
2588
Carolina Wealth Advisors
South Carolina
$15.1K +$7.43K +29 +112%
PCC
2589
Park Circle Company
Maryland
$14.8K – – –
CP
2590
Castleview Partners
Texas
$14.5K -$662K -2,585 -98%
VWWMG
2591
Vermillion & White Wealth Management Group
Pennsylvania
$14K – – –
FFA
2592
Fairfield Financial Advisors
Massachusetts
$13.7K – – –
LB
2593
Legacy Bridge
Iowa
$13.7K – – –
MFC
2594
Mechanics Financial Corp
Ohio
$13.7K – – –
RWA
2595
Redmont Wealth Advisors
Illinois
$13.7K – – –
CHA
2596
Carmichael Hill & Associates
Maryland
$13.4K +$6.4K +25 +104%
MIM
2597
Macroview Investment Management
Maryland
$13.2K – – –
EA
2598
Evolution Advisers
Virginia
$13K – – –
PP
2599
PrairieView Partners
Minnesota
$13K – – –
AT
2600
Arlington Trust
Alabama
$12.9K – – –
102 103
104
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