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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1501
Intrua Financial
Texas
$361K -$89.3K -612 -20%
AP
1502
Adero Partners
California
$361K -$31.8K -218 -7%
KFI
1503
Key Financial Inc
Pennsylvania
$361K – – –
AA
1504
Alta Advisers
United Kingdom
$358K – – –
LSA
1505
Lion Street Advisors
Texas
$358K -$41.9K -287 -19%
PCM
1506
Prelude Capital Management
New York
$354K -$1.75M -11,994 -82%
MW
1507
Marcum Wealth
Ohio
$352K -$129K -881 -25%
ACM
1508
Allred Capital Management
Texas
$351K -$53.8K -369 -12%
CC
1509
Commons Capital
Massachusetts
$350K -$14.6K -100 -4%
TCM
1510
True Capital Management
California
$349K +$384K +2,633 New
WF
1511
Wayfinding Financial
Washington
$349K -$12K -82 -5%
TWM
1512
Tolleson Wealth Management
Texas
$349K – – –
FWP
1513
FAS Wealth Partners
Kansas
$349K -$68.6K -470 -15%
EHWM
1514
Eads & Heald Wealth Management
Georgia
$348K -$239K -1,637 -38%
SVCP
1515
Silicon Valley Capital Partners
California
$347K -$820K -5,617 -68%
NRC
1516
New Republic Capital
North Carolina
$347K +$382K +2,617 New
SA
1517
Syntax Advisors
New York
$347K +$54.4K +373 +17%
VCG
1518
Vantage Consulting Group
Virginia
$347K +$54.4K +373 +17%
GFP
1519
Gryphon Financial Partners
Ohio
$345K -$267K -1,827 -41%
QC
1520
Quent Capital
New York
$342K +$114K +779 +43%
DA
1521
Dover Advisors
Virginia
$342K +$376K +2,577 New
BOPW
1522
Brandywine Oak Private Wealth
Pennsylvania
$340K -$88.9K -609 -19%
T
1523
TCWP
Ohio
$338K +$36.6K +251 +11%
WCFA
1524
Walkner Condon Financial Advisors
Wisconsin
$338K -$1.02K -7 -0.3%
SQA
1525
Simon Quick Advisors
New Jersey
$337K +$118K +807 +46%
59 60
61
62 63