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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2651
Montz Harcus Wealth Management
Louisiana
$209K +$311 +1 +0.1%
CAL
2652
Capital Advisors Ltd
Ohio
$208K -$4.04K -13 -2%
TCM
2653
Tufton Capital Management
Maryland
$208K – – –
VC
2654
Vestor Capital
Illinois
$207K -$12.9M -41,617 -98%
VCP
2655
Vista Capital Partners
Oregon
$206K -$3.73K -12 -2%
CAG
2656
Cypress Advisory Group
Arizona
$206K – – –
MWM
2657
Maridea Wealth Management
New York
$206K -$12.8K -41 -5%
JTWM
2658
Jackson Thornton Wealth Management
Alabama
$206K +$259K +832 New
QFA
2659
Quantum Financial Advisors
California
$206K +$311 +1 +0.1%
MSS
2660
Mitchell Sinkler & Starr
Pennsylvania
$205K – – –
HFS
2661
Hughes Financial Services
Virginia
$205K +$622 +2 +0.3%
EB
2662
Exchange Bank
California
$205K – – –
CCG
2663
Catalina Capital Group
California
$205K -$777K -2,499 -77%
AZ
2664
Alpha Zero
Florida
$204K – – –
CAM
2665
Clark Asset Management
New Hampshire
$204K -$20.5K -66 -8%
AWM
2666
Abound Wealth Management
Tennessee
$204K -$10.6K -34 -4%
CT
2667
ClearAlpha Technologies
Connecticut
$204K +$237K +761 New
WA
2668
Wealthstar Advisors
Texas
$203K -$346K -1,112 -59%
CPC
2669
Consolidated Planning Corp
Georgia
$203K – – –
PSF
2670
Pacific Sun Financial
California
$203K +$622 +2 +0.3%
JSC
2671
Jackson Square Capital
California
$202K -$123K -395 -34%
SLT
2672
St Louis Trust
Missouri
$202K +$234K +753 New
AC
2673
Avory & Company
Florida
$202K -$7.46K -24 -3%
CWM
2674
Challenger Wealth Management
California
$202K -$29.9K -96 -11%
RTC
2675
Riverview Trust Company
Washington
$202K -$5.6K -18 -2%
105 106
107
108 109