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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1651
Revolve Wealth Partners
New Jersey
$245K -$43.5K -298 -14%
HCM
1652
Hodges Capital Management
Texas
$245K -$190K -1,300 -41%
PHIC
1653
Pine Haven Investment Counsel
Massachusetts
$243K +$57.6K +395 +28%
SAM
1654
Strategy Asset Managers
California
$242K -$12.1K -83 -4%
IGWM
1655
ICA Group Wealth Management
Colorado
$242K +$21.7K +149 +9%
JWM
1656
Jeppson Wealth Management
California
$242K -$135K -922 -34%
SWM
1657
Salvus Wealth Management
New Jersey
$241K -$33.6K -230 -11%
MP
1658
McDonald Partners
Ohio
$241K -$24.2K -166 -8%
EFG
1659
Ethos Financial Group
Pennsylvania
$240K +$264K +1,808 New
MSR
1660
Main Street Research
Connecticut
$239K -$37.2K -255 -12%
CAM
1661
Cubic Asset Management
Massachusetts
$239K – – –
JW
1662
Jenkins Wealth
Colorado
$239K +$263K +1,800 New
WFAG
1663
Worth Financial Advisory Group
North Carolina
$238K +$262K +1,795 New
PCP
1664
Proficio Capital Partners
Massachusetts
$238K +$43.6K +299 +17%
SMFG
1665
Sumitomo Mitsui Financial Group
Japan
$238K -$545K -3,737 -68%
PW
1666
Peninsula Wealth
California
$238K – – –
FCP
1667
Fidelis Capital Partners
Florida
$237K +$236K +1,614 New
BFA
1668
Beaumont Financial Advisors
Massachusetts
$236K -$144K -989 -36%
MFG
1669
Magnus Financial Group
New York
$236K +$39K +267 +18%
DFA
1670
Delta Financial Advisors
Louisiana
$235K -$161K -1,100 -38%
SIA
1671
Soltis Investment Advisors
Utah
$234K +$257K +1,762 New
DWA
1672
Dougherty Wealth Advisers
Minnesota
$233K – – –
AWAP
1673
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$233K +$17.2K +118 +7%
MWM
1674
Modera Wealth Management
New Jersey
$233K +$3.21K +22 +1%
PP
1675
PDS Planning
Ohio
$232K -$38.8K -266 -13%
65 66
67
68 69