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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1501
WinCap Financial
Massachusetts
$799K +$85.6K +413 +11%
BB
1502
Berkshire Bank
Massachusetts
$799K -$178K -858 -17%
SFG
1503
Shum Financial Group
California
$796K +$5.59K +27 +0.6%
TPW
1504
Talon Private Wealth
Florida
$795K +$883K +4,260 New
TCM
1505
Tuttle Capital Management
Connecticut
$794K +$881K +4,252 New
RI
1506
Ridgewood Investments
New Jersey
$794K +$881K +4,251 New
CCA
1507
Corps Capital Advisors
Texas
$793K +$135K +650 +18%
ESB
1508
Essex Savings Bank
Connecticut
$791K -$17.6K -85 -2%
PA
1509
Probity Advisors
Texas
$787K +$18K +87 +2%
SC
1510
Sierra Capital
Florida
$786K +$117K +565 +15%
SFA
1511
Souders Financial Advisors
Ohio
$785K +$17.2K +83 +2%
VA
1512
Valmark Advisers
Ohio
$785K -$14.1K -68 -2%
HIA
1513
Harbor Investment Advisory
Maryland
$785K -$3.83M -18,499 -81%
PNFS
1514
PW Nova Financial Services
Pennsylvania
$784K +$42.9K +207 +5%
TW
1515
Tempo Wealth
Ohio
$782K -$18.9K -91 -2%
CWA
1516
Crux Wealth Advisors
California
$781K -$18K -87 -2%
MA
1517
MONECO Advisors
Connecticut
$780K -$103K -497 -11%
RBFC
1518
Roman Butler Fullerton & Co
Missouri
$779K +$328K +1,583 +56%
TC
1519
TownSquare Capital
Utah
$776K +$207K +997 +32%
FI
1520
FinArc Investments
Massachusetts
$773K +$858K +4,140 New
CNTOF
1521
Canandaigua National Trust of Florida
New York
$769K +$185K +893 +28%
BF
1522
Brucke Financial
Indiana
$767K -$1.24K -6 -0.1%
DP
1523
Dearborn Partners
Illinois
$767K -$74.8K -361 -8%
JFA
1524
JNBA Financial Advisors
Minnesota
$766K -$37.5K -181 -4%
SGAM
1525
Smith Group Asset Management
Texas
$766K +$4.76K +23 +0.6%
59 60
61
62 63