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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.48M +$315K +1,012 +23%
LAI
1502
Legal Advantage Investments
California
$1.47M -$7.78K -25 -0.5%
PPWM
1503
Paragon Private Wealth Management
Kentucky
$1.47M +$62.8K +202 +4%
GPA
1504
Guerra Pan Advisors
New Jersey
$1.46M -$1.24K -4 -0.1%
TIM
1505
Thor Investment Management
Ohio
$1.46M +$65.6K +211 +4%
TCA
1506
Transcend Capital Advisors
New Jersey
$1.46M -$237K -761 -12%
PCG
1507
Prosperity Consulting Group
Maryland
$1.46M +$40.4K +130 +2%
AL
1508
Aspiriant LLC
California
$1.46M -$359K -1,153 -18%
GAM
1509
Gemmer Asset Management
California
$1.45M +$449K +1,443 +36%
PCM
1510
Princeton Capital Management
New Jersey
$1.45M +$1.69M +5,419 New
CIA
1511
Choate Investment Advisors
Massachusetts
$1.45M +$22.4K +72 +1%
BI
1512
Ballast Inc
Kentucky
$1.45M +$85.8K +276 +5%
KCM
1513
KRS Capital Management
Michigan
$1.45M +$7.78K +25 +0.5%
APW
1514
Aventura Private Wealth
Florida
$1.44M +$291K +935 +21%
DWM
1515
Drive Wealth Management
Utah
$1.44M +$878K +2,823 +111%
HSA
1516
HBK Sorce Advisory
Pennsylvania
$1.44M +$170K +548 +11%
PWM
1517
Palacios Wealth Management
Florida
$1.43M – – –
NAS
1518
Nicolet Advisory Services
Wisconsin
$1.43M +$52.6K +169 +3%
SP
1519
Stonebrook Private
Michigan
$1.43M +$41.4K +133 +3%
PPW
1520
Parcion Private Wealth
Washington
$1.43M -$64.4K -207 -4%
AFAS
1521
Acorn Financial Advisory Services
Virginia
$1.43M -$146K -468 -8%
CFP
1522
Catalyst Financial Partners
Massachusetts
$1.43M +$29.9K +96 +2%
KLCM
1523
KG&L Capital Management
Louisiana
$1.43M +$598K +1,924 +57%
GIP
1524
Granite Investment Partners
California
$1.42M +$53.8K +173 +3%
FFO
1525
Fiduciary Family Office
Florida
$1.42M +$1.65M +5,290 New
59 60
61
62 63