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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1601
Great Diamond Partners
Maine
$917K -$313K -1,223 -27%
GFP
1602
Gryphon Financial Partners
Ohio
$915K -$35.6K -139 -4%
PA
1603
Prossimo Advisors
California
$913K +$18.7K +73 +2%
FAM
1604
Formidable Asset Management
Ohio
$912K -$78.1K -305 -8%
SQA
1605
Simon Quick Advisors
New Jersey
$910K +$56.6K +221 +7%
SCA
1606
STALEY CAPITAL ADVISERS
Pennsylvania
$905K – – –
AWM
1607
Accurate Wealth Management
Florida
$901K +$226K +881 +39%
BB
1608
Burford Brothers
Texas
$901K +$93K +363 +12%
GSIAS
1609
Garden State Investment Advisory Services
New Jersey
$898K +$184K +717 +28%
OWG
1610
Oxford Wealth Group
Florida
$898K -$266K -1,040 -24%
WI
1611
WBI Investments
New Jersey
$897K +$840K +3,278 New
CWM
1612
Calamos Wealth Management
Illinois
$893K +$2.82K +11 +0.3%
TGAM
1613
TBH Global Asset Management
Tennessee
$893K -$2.13M -8,318 -72%
RCA
1614
Roberts Capital Advisors
Colorado
$893K – – –
PSP
1615
Principal Street Partners
Tennessee
$891K +$8.71K +34 +1%
MMG
1616
Monetary Management Group
Missouri
$887K -$32K -125 -4%
VWA
1617
Visionary Wealth Advisors
Illinois
$887K +$22K +86 +3%
RBFC
1618
Roman Butler Fullerton & Co
Missouri
$886K -$4.1K -16 -0.5%
WWM
1619
Wolff Wiese Magana
California
$885K +$10.8K +42 +1%
NMG
1620
New Millennium Group
Utah
$885K +$827K +3,229 +80,725%
FWI
1621
Facet Wealth Inc
Maryland
$884K +$498K +1,944 +184%
TCPW
1622
Twin City Private Wealth
North Carolina
$884K +$224K +874 +37%
MTWM
1623
Masso Torrence Wealth Management
New Jersey
$883K -$44.3K -173 -5%
AP
1624
Americana Partners
Texas
$880K -$841K -3,283 -51%
MAM
1625
Milestone Asset Management
Pennsylvania
$879K +$38.4K +150 +5%
63 64
65
66 67