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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1376
Highlander Capital Management
New Jersey
$982K – – –
PWM
1377
Peterson Wealth Management
Nevada
$980K +$30.9K +143 +3%
EWA
1378
Exencial Wealth Advisors
Oklahoma
$980K -$15.8K -73 -1%
SSWM
1379
Smith Salley Wealth Management
North Carolina
$975K +$47.5K +220 +5%
RBC
1380
Romano Brothers & Co
Illinois
$970K +$131K +605 +14%
CWM
1381
Cornerstone Wealth Management
Missouri
$967K +$5.4K +25 +0.5%
HIM
1382
Hillsdale Investment Management
Ontario, Canada
$966K +$302K +1,400 +42%
JFG
1383
Jefferies Financial Group
New York
$962K -$13.7M -63,249 -93%
ACM
1384
Ayrshire Capital Management
Connecticut
$961K +$1.51K +7 +0.1%
LCGC
1385
Legacy Capital Group California
California
$960K +$15.8K +73 +2%
LFA
1386
Legacy Financial Advisors
Kentucky
$959K +$185K +858 +22%
DI
1387
Diligent Investors
California
$959K -$32.4K -150 -3%
CFG
1388
Cooper Financial Group
California
$957K -$44.3K -205 -4%
SSWG
1389
Seven Springs Wealth Group
Tennessee
$956K +$10.6K +49 +1%
AFS
1390
Aft Forsyth & Sober
Florida
$953K – – –
OWP
1391
Old Well Partners
North Carolina
$953K – – –
PFWA
1392
Paces Ferry Wealth Advisors
Georgia
$952K -$17.5K -81 -2%
LHC
1393
Little House Capital
Massachusetts
$952K +$411K +1,902 +68%
OCM
1394
Orion Capital Management
California
$951K -$147K -680 -13%
NFG
1395
Nations Financial Group
Iowa
$950K +$14.3K +66 +1%
WIM
1396
Westside Investment Management
California
$947K – – –
WWM
1397
Wolff Wiese Magana
California
$940K -$69.8K -323 -7%
SPA
1398
Sherbrooke Park Advisers
New York
$939K +$374K +1,729 +60%
HPC
1399
HM Payson & Co
Maine
$935K +$10.2K +47 +1%
CMI
1400
Clare Market Investments
Texas
$934K -$116K -535 -10%
54 55
56
57 58