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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1451
Creative Financial Designs
Indiana
$379K +$137K +627 +71%
SAM
1452
Silvercrest Asset Management
New York
$378K +$438 +2 +0.1%
CM
1453
Crestline Management
Texas
$377K -$502K -2,295 -60%
GSWM
1454
Golden State Wealth Management
California
$377K -$147K -670 -31%
NP
1455
NorthRock Partners
Minnesota
$377K -$98.5K -450 -23%
NME
1456
Notis-McConarty Edward
$377K – – –
KCPG
1457
Kavar Capital Partners Group
Kansas
$377K +$18.8K +86 +6%
JWM
1458
Jupiter Wealth Management
Colorado
$377K +$328K +1,500 New
SBL
1459
Sargent Bickham Lagudis
Colorado
$373K -$8.1K -37 -2%
FC
1460
FORA Capital
Florida
$372K -$989K -4,516 -75%
CA
1461
Capital Advantage
California
$372K – – –
BFA
1462
Beacon Financial Advisory
Ohio
$370K +$323K +1,474 New
OC
1463
Oakworth Capital
Alabama
$369K +$6.35K +29 +2%
PP
1464
Pegasus Partners
Wisconsin
$368K +$65K +297 +25%
LA
1465
LexAurum Advisors
Kansas
$367K +$63.5K +290 +25%
GI
1466
Gradient Investments
Minnesota
$366K -$3.06K -14 -1%
PEA
1467
Pacific Edge Advisors
California
$364K – – –
CWA
1468
Clarus Wealth Advisors
Arizona
$363K -$657 -3 -0.2%
LA
1469
LVW Advisors
New York
$362K +$315K +1,441 New
1W
1470
1776 Wealth
Georgia
$361K -$876 -4 -0.3%
FL
1471
Fort LP
Maryland
$360K +$15.1K +69 +5%
CFG
1472
Cooper Financial Group
California
$360K +$36.8K +168 +13%
FCA
1473
FinTrust Capital Advisors
South Carolina
$358K -$68.5K -313 -18%
CCM
1474
Consolidated Capital Management
California
$357K +$1.31K +6 +0.4%
WAP
1475
Wealthcare Advisory Partners
Pennsylvania
$355K +$64.6K +295 +26%
57 58
59
60 61