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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1401
Hazlett, Burt & Watson
West Virginia
$535K -$46.6K -275 -7%
VBCG
1402
Valley Brook Capital Group
Pennsylvania
$535K – – –
CRWM
1403
Castle Rock Wealth Management
California
$531K +$1.7K +10 +0.3%
TIA
1404
Trust Investment Advisors
Indiana
$531K +$1.86K +11 +0.3%
BWA
1405
Bordeaux Wealth Advisors
California
$530K -$34.6K -204 -5%
CWM
1406
Centric Wealth Management
Illinois
$527K -$3.22K -19 -0.5%
MFA
1407
Mayflower Financial Advisors
Massachusetts
$526K -$58K -342 -9%
KIA
1408
Kraematon Investment Advisors
Massachusetts
$525K -$25.4K -150 -4%
ICG
1409
InterOcean Capital Group
Tennessee
$525K +$84.8K +500 +16%
GA
1410
GraniteShares Advisors
New York
$523K -$96.1K -567 -13%
BWM
1411
BerganKDV Wealth Management
Minnesota
$523K -$7.29K -43 -1%
PTP
1412
Platform Technology Partners
New York
$521K +$47.8K +282 +8%
SWM
1413
Sendero Wealth Management
Texas
$520K +$613K +3,613 New
CBT
1414
Central Bank & Trust
Kentucky
$519K -$259K -1,529 -30%
KCM
1415
Karp Capital Management
California
$518K -$2.87M -16,952 -82%
BWA
1416
Blodgett Wealth Advisors
California
$510K +$7.63K +45 +1%
MW
1417
Marcum Wealth
Ohio
$509K +$195K +1,152 +48%
MCWA
1418
Meadow Creek Wealth Advisors
Georgia
$506K -$7.46K -44 -1%
IGGA
1419
Iron Gate Global Advisors
Utah
$504K -$4.58K -27 -0.8%
RCA
1420
Roberts Capital Advisors
Colorado
$503K – – –
KFC
1421
Klingenstein Fields & Co
New York
$502K -$19M -112,153 -97%
CIA
1422
Capital Impact Advisors
Massachusetts
$502K -$149K -878 -20%
ST
1423
Smithfield Trust
Pennsylvania
$502K +$2.37K +14 +0.4%
CP
1424
Covenant Partners
Tennessee
$500K -$213K -1,256 -27%
RMDI
1425
R.M. Davis Inc
Maine
$498K +$111K +653 +23%
55 56
57
58 59