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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
EPG Wealth Management
Georgia
$766K +$739K +4,712 New
SIG
1002
Sargent Investment Group
Maryland
$764K – – –
WA
1003
Wealth Advisors
California
$764K +$627K +4,000 New
PPW
1004
Parcion Private Wealth
Washington
$763K +$735K +4,689 New
SRC
1005
Sage Rhino Capital
California
$759K -$4.7K -30 -0.7%
FC
1006
Ferris Capital
Massachusetts
$759K +$336K +2,145 +85%
BSW
1007
Buckingham Strategic Wealth
Missouri
$749K +$252K +1,605 +54%
TI
1008
tru Independence
Oregon
$748K +$814K +5,190 New
JWS
1009
Juncture Wealth Strategies
Arizona
$742K -$18.2K -116 -2%
SMFG
1010
Sumitomo Mitsui Financial Group
Japan
$742K +$258K +1,644 +58%
WCA
1011
Westover Capital Advisors
Delaware
$741K -$1.88K -12 -0.3%
GIA
1012
Gladstone Institutional Advisory
Florida
$739K +$112K +714 +19%
QCG
1013
Quadrant Capital Group
Ohio
$737K +$477K +3,042 +184%
JWCA
1014
J.W. Cole Advisors
Florida
$734K +$707K +4,513 New
AF
1015
Advisornet Financial
Minnesota
$729K -$149K -949 -17%
VFPI
1016
Vantage Financial Partners (Illinois)
Illinois
$729K +$110K +700 +19%
WF
1017
Welch & Forbes
Massachusetts
$727K +$27.4K +175 +4%
WMA
1018
Wealth Management Associates
New Jersey
$720K -$784 -5 -0.1%
ANB
1019
Amarillo National Bank
Texas
$718K – – –
LCAM
1020
London & Capital Asset Management
United Kingdom
$716K +$7.84K +50 +1%
JT
1021
Jump Trading
Illinois
$711K +$685K +4,372 New
SBIA
1022
Sheaff Brock Investment Advisors
Indiana
$707K +$32.6K +208 +5%
PT
1023
Plimoth Trust
Massachusetts
$707K +$65.1K +415 +11%
FPA
1024
First Pacific Advisors
California
$707K +$94.1K +600 +16%
WAS
1025
WESPAC Advisors SoCal
California
$706K -$31K -198 -4%
39 40
41
42 43