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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
2626
Biltmore Family Office
North Carolina
$202K +$190K +763 New
WC
2627
Wynn Capital
Georgia
$202K +$190K +764 New
PMG
2628
Private Management Group
California
$202K +$190K +764 New
NWM
2629
Nova Wealth Management
Florida
$202K -$4.97K -20 -3%
VC
2630
Vestor Capital
Illinois
$202K -$422K -1,698 -74%
PP
2631
Pingora Partners
Wyoming
$202K -$994 -4 -0.5%
FWP
2632
Falcon Wealth Planning
California
$202K +$189K +761 New
OC
2633
Oakworth Capital
Alabama
$202K +$34.5K +139 +22%
SA
2634
Strategic Advocates
Utah
$201K +$249 +1 +0.1%
TCM
2635
Tufton Capital Management
Maryland
$201K +$189K +760 New
EFA
2636
Evernest Financial Advisors
Indiana
$201K -$78.5K -316 -23%
VP
2637
Verum Partners
North Carolina
$201K +$188K +757 New
WMA
2638
Wealth Management Associates
New Jersey
$201K +$188K +757 New
C
2639
Covestor
United Kingdom
$200K +$27.1K +109 +17%
TSMHT
2640
Thurston Springer Miller Herd & Titak
Indiana
$199K +$187K +752 New
MSWM
2641
Mowery & Schoenfeld Wealth Management
Illinois
$197K +$11.9K +48 +7%
FRA
2642
Front Row Advisors
California
$191K – – –
OP
2643
ORG Partners
Indiana
$189K +$48.7K +196 +38%
FCAS
2644
First Command Advisory Services
Texas
$187K +$7.7K +31 +5%
KBFS
2645
Kohmann Bosshard Financial Services
Ohio
$183K +$172K +692 New
DCBT
2646
Dakota Community Bank & Trust
North Dakota
$183K – – –
PB
2647
Prosperity Bancshares
Texas
$181K +$170K +684 New
TWM
2648
Tripletail Wealth Management
Florida
$181K -$18.9K -76 -10%
BCM
2649
Blume Capital Management
California
$179K – – –
DMBA
2650
Deseret Mutual Benefit Administrators
Utah
$176K +$21.6K +87 +15%
104 105
106
107 108