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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFMH
2851
E Fund Management (HK)
Hong Kong
$144K +$64.1K +201 +88%
PWA
2852
Physician Wealth Advisors
Utah
$141K +$135K +423 New
FFA
2853
Frazier Financial Advisors
Ohio
$141K -$38K -119 -22%
GFPC
2854
Global Financial Private Client
Florida
$141K +$957 +3 +0.7%
FIM
2855
FWL Investment Management
Texas
$137K +$31.9K +100 +32%
FMP
2856
Financial Management Professionals
Texas
$136K +$2.55K +8 +2%
HCA
2857
Heck Capital Advisors
Wisconsin
$134K +$128K +400 New
FDCP
2858
Foster Dykema Cabot & Partners
Massachusetts
$133K -$152K -475 -54%
ACA
2859
Atlas Capital Advisors
Wyoming
$132K – – –
AP
2860
Atwood & Palmer
Missouri
$127K – – –
EFP
2861
EnRich Financial Partners
Wisconsin
$125K – – –
BGAI
2862
Bruce G. Allen Investments
Colorado
$125K +$93.2K +292 +360%
SFGP
2863
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$123K +$117K +368 New
BHWM
2864
Beaird Harris Wealth Management
Texas
$123K -$93.8K -294 -44%
AIM
2865
Acropolis Investment Management
Missouri
$122K +$116K +365 New
KI
2866
Kapitalo Investimentos
Brazil
$121K +$116K +362 New
ACA
2867
American Capital Advisory
Idaho
$120K – – –
PWMG
2868
Private Wealth Management Group
New Jersey
$119K – – –
CPG
2869
Cornerstone Planning Group
New Jersey
$117K +$3.51K +11 +3%
CWM
2870
Consultiva Wealth Management
Puerto Rico
$117K +$112K +351 New
CHC
2871
City Holding Co
West Virginia
$117K – – –
JAM
2872
JCIC Asset Management
Ontario, Canada
$116K +$2.23K +7 +2%
AAG
2873
Armstrong Advisory Group
Massachusetts
$115K +$24.6K +77 +29%
SIS
2874
Strategic Investment Solutions
Illinois
$112K +$95.7K +300 +297%
SAM
2875
Sherman Asset Management
California
$111K +$106K +333 New
113 114
115
116 117