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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2576
Sugarloaf Wealth Management
Georgia
$20.8K – – –
PFG
2577
Peterson Financial Group
Iowa
$20.5K +$19.2K +75 New
PA
2578
Pineridge Advisors
Missouri
$20.5K – – –
PG
2579
Proffitt & Goodson
Tennessee
$19.4K +$1.79K +7 +11%
BAM
2580
Bellevue Asset Management
Washington
$19.2K – – –
CAM
2581
Costello Asset Management
Pennsylvania
$18.9K – – –
OLVIG
2582
Oliver Lagore Vanvalin Investment Group
Michigan
$18.3K – – –
LFASL
2583
Lugano Financial Advisors SA (LFA)
Switzerland
$17K – – –
PIS
2584
POM Investment Strategies
North Carolina
$16.7K -$22.5K -88 -59%
NMM
2585
Naples Money Management
Florida
$16.4K -$768 -3 -5%
TC
2586
Trust Company
Kansas
$16.4K – – –
PP
2587
PFS Partners
New Jersey
$15.9K – – –
NC
2588
NewSquare Capital
Pennsylvania
$15.9K -$4.44M -17,350 -100%
CWA
2589
Carolina Wealth Advisors
South Carolina
$15.1K +$7.43K +29 +112%
PCC
2590
Park Circle Company
Maryland
$14.8K – – –
CP
2591
Castleview Partners
Texas
$14.5K -$662K -2,585 -98%
VWWMG
2592
Vermillion & White Wealth Management Group
Pennsylvania
$14K – – –
FFA
2593
Fairfield Financial Advisors
Massachusetts
$13.7K – – –
LB
2594
Legacy Bridge
Iowa
$13.7K – – –
MFC
2595
Mechanics Financial Corp
Ohio
$13.7K – – –
RWA
2596
Redmont Wealth Advisors
Illinois
$13.7K – – –
CHA
2597
Carmichael Hill & Associates
Maryland
$13.4K +$6.4K +25 +104%
MIM
2598
Macroview Investment Management
Maryland
$13.2K – – –
EA
2599
Evolution Advisers
Virginia
$13K – – –
PP
2600
PrairieView Partners
Minnesota
$13K – – –
102 103
104
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