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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1726
Westside Investment Management
California
$236K +$305K +1,800 +51%
LWA
1727
Lineweaver Wealth Advisors
Ohio
$236K -$562K -3,317 -67%
AWAP
1728
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$236K +$278K +1,640 New
JFA
1729
JNBA Financial Advisors
Minnesota
$235K -$27.6K -163 -9%
PCP
1730
Proficio Capital Partners
Massachusetts
$235K -$19.5K -115 -6%
CPA
1731
Capital Performance Advisors
California
$234K -$13.1K -77 -5%
CBT
1732
CoreFirst Bank & Trust
Kansas
$233K +$8.65K +51 +3%
MCC
1733
Malaga Cove Capital
California
$233K +$275K +1,620 New
CWA
1734
Canvas Wealth Advisors
Kansas
$232K +$246K +1,452 New
GLA
1735
Great Lakes Advisors
Illinois
$231K -$31.7K -187 -10%
AA
1736
Apriem Advisors
California
$231K -$12.7K -75 -4%
LGA
1737
Lebenthal Global Advisors
New York
$230K -$26.6K -157 -9%
QCIG
1738
Quad-Cities Investment Group
Iowa
$228K +$3.39K +20 +1%
SFI
1739
SPC Financial Inc
Maryland
$227K +$3.39K +20 +1%
PAG
1740
Powers Advisory Group
Illinois
$227K +$4.24K +25 +2%
WRM
1741
Weybosset Research & Management
Rhode Island
$227K +$21.2K +125 +9%
FSA
1742
Fort Sheridan Advisors
Illinois
$226K -$2.54K -15 -0.9%
NGA
1743
Naples Global Advisors
Florida
$226K +$32K +189 +14%
HTC
1744
Haverford Trust Company
Pennsylvania
$226K +$266K +1,570 New
FCM
1745
Fourpath Capital Management
Oklahoma
$225K -$38.8K -229 -13%
MA
1746
MONECO Advisors
Connecticut
$225K -$12.9K -76 -5%
MPW
1747
MGO Private Wealth
California
$225K +$265K +1,562 New
EFG
1748
Everhart Financial Group
Ohio
$223K -$374K -2,204 -59%
CWS
1749
Confluence Wealth Services
Pennsylvania
$223K -$50K -295 -16%
CCA
1750
Cobblestone Capital Advisors
New York
$223K – – –
68 69
70
71 72