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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2626
Weatherly Asset Management
California
$217K +$4.54K +17 +2%
CGA
2627
Crescent Grove Advisors
Illinois
$217K -$1.87K -7 -0.9%
HCM
2628
HMS Capital Management
Tennessee
$217K +$212K +794 New
BMM
2629
Berkshire Money Management
Massachusetts
$216K -$41.4K -155 -16%
MSWM
2630
Mowery & Schoenfeld Wealth Management
Illinois
$216K -$5.08K -19 -2%
BH
2631
Burk Holdings
Oklahoma
$216K -$296K -1,108 -58%
WPA
2632
West Paces Advisors
Georgia
$216K +$17.4K +65 +9%
CHC
2633
City Holding Co
West Virginia
$216K +$103K +386 +95%
GWP
2634
Gateway Wealth Partners
Wisconsin
$215K +$211K +789 New
TA
2635
Teramo Advisors
Florida
$214K – – –
SPI
2636
Sutton Place Investors
New York
$214K +$210K +786 New
SFS
2637
Stiles Financial Services
Minnesota
$214K -$13.6K -51 -6%
ACC
2638
Acorn Creek Capital
Colorado
$213K -$10.2K -38 -5%
KSWWM
2639
Keyes Stange & Wooten Wealth Management
Florida
$213K -$5.35K -20 -2%
CAM
2640
Clark Asset Management
New Hampshire
$213K +$4.81K +18 +2%
AWM
2641
Atticus Wealth Management
Florida
$212K +$205K +766 +5,892%
CM
2642
Capula Management
Cayman Islands
$212K -$950K -3,554 -82%
HWM
2643
Hemington Wealth Management
Virginia
$212K -$11.2K -42 -5%
PMG
2644
Private Management Group
California
$212K +$208K +777 New
CG
2645
CFO4Life Group
Texas
$211K -$24.6K -92 -11%
LFG
2646
Lockerman Financial Group
California
$210K -$6.68K -25 -3%
QFA
2647
Quantum Financial Advisors
California
$209K – – –
RAS
2648
RPS Advisory Solutions
Kentucky
$209K -$4.01K -15 -2%
MSS
2649
Mitchell Sinkler & Starr
Pennsylvania
$209K – – –
MAG
2650
M3 Advisory Group
Massachusetts
$208K -$100K -374 -33%
104 105
106
107 108