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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1576
Patriot Financial Group Insurance Agency
Massachusetts
$565K +$76.2K +300 +17%
AIA
1577
Angeles Investment Advisors
California
$565K +$530K +2,085 New
OPWM
1578
Oxinas Partners Wealth Management
Indiana
$564K -$134K -528 -20%
JHP
1579
James Hambro & Partners
United Kingdom
$556K – – –
ISWM
1580
Independent Solutions Wealth Management
New York
$555K +$68.1K +268 +15%
CAM
1581
Carret Asset Management
New York
$554K +$119K +469 +30%
FFN
1582
Focus Financial Network
Minnesota
$554K +$12.7K +50 +3%
FSA
1583
Fort Sheridan Advisors
Illinois
$551K +$37.6K +148 +8%
AIC
1584
Archer Investment Corporation
Indiana
$551K +$1.27K +5 +0.2%
PP
1585
PDS Planning
Ohio
$550K +$107K +423 +26%
5L
1586
55I LLC
Massachusetts
$550K +$515K +2,029 New
AWM
1587
Accel Wealth Management
Iowa
$547K +$1.78K +7 +0.3%
MFP
1588
Meridian Financial Partners
Virginia
$545K +$84.3K +332 +21%
AC
1589
Alley Company
Illinois
$542K – – –
HCM
1590
Hodges Capital Management
Texas
$542K – – –
MP
1591
McDonald Partners
Ohio
$541K +$40.1K +158 +9%
BW
1592
Bison Wealth
Georgia
$538K +$1.52K +6 +0.3%
AWA
1593
Arete Wealth Advisors
Illinois
$538K +$31.7K +125 +7%
CG
1594
Corundum Group
Colorado
$538K +$34.8K +137 +7%
SAS
1595
Stelac Advisory Services
New York
$536K -$282K -1,109 -36%
CPW
1596
Catalyst Private Wealth
California
$536K +$508 +2 +0.1%
GWM
1597
Geneos Wealth Management
Colorado
$536K +$75.7K +298 +18%
DC
1598
DeDora Capital
California
$535K +$2.29K +9 +0.5%
1CP
1599
17 Capital Partners
Arizona
$533K +$508 +2 +0.1%
GAMC
1600
Garner Asset Management Corp
Texas
$531K – – –
62 63
64
65 66