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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1426
Stamos Capital Partners
California
$851K +$863K +4,010 New
WPWM
1427
Western Pacific Wealth Management
Illinois
$847K +$215 +1 +0%
AG
1428
Ascent Group
Virginia
$847K +$103K +478 +14%
GDP
1429
Great Diamond Partners
Maine
$845K -$84.1K -391 -9%
CA
1430
Claro Advisors
Massachusetts
$845K – – –
GKWIM
1431
Gerber Kawasaki Wealth & Investment Management
California
$844K +$43.5K +202 +5%
WMA
1432
Wealth Management Associates
New Jersey
$838K – – –
CCI
1433
Credit Capital Investments
New Jersey
$837K +$156K +723 +22%
HBW
1434
Hazlett, Burt & Watson
West Virginia
$834K +$845K +3,927 New
TWMP
1435
Taylor Wealth Management Partners
Massachusetts
$830K -$33.4K -155 -4%
CP
1436
Covenant Partners
Tennessee
$830K -$4.52K -21 -0.5%
CFCI
1437
Comprehensive Financial Consultants Institutional
Indiana
$828K +$162K +752 +18%
TA
1438
Tectonic Advisors
Texas
$826K – – –
NP
1439
NorthRock Partners
Minnesota
$822K -$3.44K -16 -0.4%
ACWM
1440
Adams Chetwood Wealth Management
North Carolina
$821K – – –
FFS
1441
Founders Financial Securities
Maryland
$821K +$12.5K +58 +2%
WP
1442
Waycross Partners
Kentucky
$817K +$194K +900 +31%
KOC
1443
Koss-Olinger Consulting
Florida
$814K -$194K -902 -19%
ARMT
1444
Amica Retiree Medical Trust
Rhode Island
$814K +$825K +3,834 New
LWP
1445
Lumature Wealth Partners
Georgia
$810K +$41.1K +191 +5%
PFM
1446
Privium Fund Management
Netherlands
$809K +$820K +3,809 New
KIA
1447
Kraematon Investment Advisors
Massachusetts
$807K – – –
CJL
1448
Cyrus J. Lawrence
New York
$807K +$818K +3,800 New
FFN
1449
Focus Financial Network
Minnesota
$803K +$356K +1,653 +78%
WCM
1450
Whitener Capital Management
North Carolina
$803K -$36.6K -170 -4%
56 57
58
59 60