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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2676
Intellus Advisors
Florida
$201K -$31.1K -100 -12%
WFA
2677
Wellspring Financial Advisors
Ohio
$201K -$5.29K -17 -2%
TWM
2678
Tanager Wealth Management
United Kingdom
$201K +$18.4K +59 +9%
ML
2679
McAdam LLC
Pennsylvania
$201K -$53.8K -173 -19%
MAG
2680
MRA Advisory Group
New Jersey
$200K -$4.67K -15 -2%
CWM
2681
Cherrydale Wealth Management
New Jersey
$200K +$21.5K +69 +10%
FCT
2682
First Community Trust
Iowa
$199K – – –
PW
2683
Pandora Wealth
Illinois
$197K +$229K +735 New
AWM
2684
Activest Wealth Management
Florida
$195K +$141K +452 +164%
WPA
2685
West Paces Advisors
Georgia
$195K – – –
SN
2686
Sittner & Nelson
Oregon
$192K -$9.64K -31 -4%
BOJHT
2687
Bank of Jackson Hole Trust
Wyoming
$186K – – –
BCM
2688
Blume Capital Management
California
$183K -$5.91K -19 -3%
GA
2689
GoalVest Advisory
New York
$179K -$622 -2 -0.3%
NWM
2690
Nova Wealth Management
Florida
$171K +$54.4K +175 +38%
CPG
2691
Cornerstone Planning Group
New Jersey
$167K +$102K +327 +97%
RF
2692
Rossby Financial
Florida
$163K -$84.9K -273 -31%
GC
2693
Globeflex Capital
California
$161K – – –
PSFG
2694
Park Square Financial Group
Georgia
$161K +$9.33K +30 +5%
PWAM
2695
Private Wealth Asset Management
Iowa
$160K +$185K +596 New
DCBT
2696
Dakota Community Bank & Trust
North Dakota
$159K – – –
CCM
2697
CAAS Capital Management
New York
$156K +$181K +583 New
SIS
2698
Sound Income Strategies
Florida
$156K +$2.49K +8 +1%
FCAS
2699
First Command Advisory Services
Texas
$154K +$12.1K +39 +7%
TF
2700
Tompkins Financial
New York
$153K – – –
106 107
108
109 110