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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
Connecticut Wealth Management
Connecticut
$405K +$391K +1,917 New
GFS
1702
GYL Financial Synergies
Connecticut
$404K +$391K +1,913 New
OWM
1703
OneAscent Wealth Management
Alabama
$404K +$391K +1,913 New
ACM
1704
Arcataur Capital Management
Wisconsin
$402K +$389K +1,905 New
PWS
1705
Peterson Wealth Services
Utah
$402K +$8.16K +40 +2%
EWA
1706
Encompass Wealth Advisors
Oregon
$402K -$29.2K -143 -7%
PA
1707
PFG Advisors
Arizona
$402K +$149K +731 +62%
SWM
1708
Silverlake Wealth Management
Vermont
$400K – – –
CIA
1709
Cape Investment Advisory
Georgia
$399K +$2.65K +13 +0.7%
MIP
1710
Mondrian Investment Partners
United Kingdom
$399K – – –
BBI
1711
Baxter Bros Inc
Connecticut
$397K -$123K -603 -24%
ACM
1712
Ategra Capital Management
Virginia
$397K – – –
WAAG
1713
Wealth Alliance Advisory Group
Kansas
$396K +$383K +1,876 New
WFI
1714
West Family Investments
California
$396K +$96.4K +472 +34%
CWS
1715
Confluence Wealth Services
Pennsylvania
$394K -$21K -103 -5%
AT
1716
Avalon Trust
New Mexico
$392K – – –
BIA
1717
Bigelow Investment Advisors
Maine
$391K +$26.5K +130 +8%
PA
1718
Perennial Advisors
New York
$387K -$49.6K -243 -12%
GTAM
1719
Global Trust Asset Management
Florida
$387K -$51.2K -251 -12%
BFG
1720
Berger Financial Group
Minnesota
$386K -$28.6K -140 -7%
PB
1721
Pinnacle Bancorp
Nebraska
$385K -$7.96K -39 -2%
CAM
1722
Cubic Asset Management
Massachusetts
$380K – – –
HM
1723
Harvest Management
New York
$380K +$102K +500 +38%
CRI
1724
Colonial River Investments
Virginia
$380K -$16.3K -80 -4%
AFP
1725
Ausdal Financial Partners
Iowa
$379K +$20.2K +99 +6%
67 68
69
70 71