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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1526
WP Advisors
California
$777K -$13.5K -48 -2%
DA
1527
DSC Advisors
Illinois
$770K -$33.4K -119 -4%
ST
1528
Smithfield Trust
Pennsylvania
$770K +$6.18K +22 +0.7%
KA
1529
Kercheville Advisors
Texas
$767K +$506K +1,800 +148%
AG
1530
Ascent Group
Virginia
$767K +$986K +3,510 New
BC
1531
Burleson & Co
California
$766K +$755K +2,686 +814%
FB
1532
First Bancorp
Maine
$764K +$7.03K +25 +0.8%
HNWAG
1533
High Net Worth Advisory Group
Florida
$764K +$845K +3,008 New
QFA
1534
Quattro Financial Advisors
Texas
$762K -$42.1K -150 -5%
MG
1535
Mather Group
Illinois
$762K +$82.9K +295 +11%
PPW
1536
Pinnacle Private Wealth
Massachusetts
$762K +$843K +2,999 New
SWA
1537
Sax Wealth Advisors
New Jersey
$760K +$1.12K +4 +0.1%
CFA
1538
Cahill Financial Advisors
Minnesota
$759K -$5.9K -21 -0.7%
HCM
1539
Highview Capital Management
Illinois
$759K +$839K +2,986 New
PCP
1540
Proficio Capital Partners
Massachusetts
$755K +$15.2K +54 +2%
GT
1541
Glenview Trust
Kentucky
$755K +$16.6K +59 +2%
LJAC
1542
L.J. Altfest & Co
New York
$754K -$221K -788 -21%
MW
1543
Marcum Wealth
Ohio
$752K +$14.3K +51 +2%
BA
1544
Bristlecone Advisors
Washington
$751K +$182K +646 +28%
SFG
1545
Synergy Financial Group
California
$751K +$830K +2,954 New
WP
1546
Waycross Partners
Kentucky
$749K -$590K -2,100 -42%
WPW
1547
Warther Private Wealth
Ohio
$748K +$11K +39 +1%
SC
1548
Solstein Capital
California
$744K – – –
RMDI
1549
R.M. Davis Inc
Maine
$744K +$19.4K +69 +2%
BC
1550
Brookfield Corp
Ontario, Canada
$744K +$823K +2,928 New
60 61
62
63 64