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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
1801
ZWJ Investment Counsel
Georgia
$339K +$380K +2,163 New
LCAM
1802
London & Capital Asset Management
United Kingdom
$335K -$672K -3,821 -64%
VHAM
1803
Van Hulzen Asset Management
California
$335K +$158K +901 +73%
ARC
1804
Advisor Resource Council
Texas
$334K -$21.6K -123 -6%
NLA
1805
Northern Lights Advisors
Washington
$334K +$5.1K +29 +1%
CCMG
1806
Clark Capital Management Group
Pennsylvania
$334K -$3.66M -20,802 -91%
BOPW
1807
Brandywine Oak Private Wealth
Pennsylvania
$334K +$29.9K +170 +9%
CIG
1808
Cascade Investment Group
Colorado
$334K -$268K -1,522 -42%
MCP
1809
Mirador Capital Partners
California
$334K -$84.8K -482 -18%
OFS
1810
OneAscent Financial Services
Alabama
$333K -$103K -588 -22%
TC
1811
Tannin Capital
North Carolina
$332K +$45.7K +260 +14%
DIP
1812
Davis Investment Partners
North Carolina
$332K -$91.8K -522 -20%
FWP
1813
FAS Wealth Partners
Kansas
$331K -$211K -1,201 -36%
KWM
1814
Keebeck Wealth Management
Illinois
$329K +$369K +2,096 New
SA
1815
SPWM Advisors
Michigan
$328K -$120K -680 -26%
SB
1816
Strategic Blueprint
Georgia
$328K -$19.7K -112 -5%
TC
1817
TFR Capital
Texas
$327K -$130K -741 -26%
FEG
1818
Financial Enhancement Group
Indiana
$327K +$6.51K +37 +2%
CCAM
1819
Cascades Capital Asset Management
North Carolina
$326K -$16.4K -93 -4%
VDC
1820
Van Diest Capital
Iowa
$326K -$402K -2,286 -52%
SWMP
1821
Signature Wealth Management Partners
New Jersey
$325K +$80K +455 +28%
CA
1822
CoreCap Advisors
Michigan
$325K -$99.4K -565 -21%
CWA
1823
Consilio Wealth Advisors
Washington
$323K -$10.2K -58 -3%
CSA
1824
Cornerstone Select Advisors
Missouri
$323K -$126K -718 -26%
EP
1825
EPIQ Partners
Minnesota
$323K +$83.9K +477 +30%
71 72
73
74 75