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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1801
Strategy Asset Managers
California
$314K +$19.8K +78 +7%
TCBWMS
1802
Texas Capital Bank Wealth Management Services
Texas
$314K +$66K +260 +29%
NHC
1803
Nicholas Hoffman & Company
Georgia
$313K +$29K +114 +11%
NIMI
1804
Natixis Investment Managers International
France
$312K -$62.2K -245 -18%
HWA
1805
HCR Wealth Advisors
California
$312K -$3.56K -14 -1%
GC
1806
Grace Capital
Massachusetts
$311K +$17.8K +70 +6%
MA
1807
MJP Associates
Connecticut
$309K +$13K +51 +5%
SFI
1808
SPC Financial Inc
Maryland
$309K +$14K +55 +5%
GA
1809
GFS Advisors
Texas
$308K +$38.1K +150 +15%
CFN
1810
Cordasco Financial Network
Florida
$307K -$1.78K -7 -0.6%
CWA
1811
Clarity Wealth Advisors
California
$305K +$2.79K +11 +1%
SMA
1812
Sage Mountain Advisors
Georgia
$305K +$29.5K +116 +12%
DA
1813
Doliver Advisors
Texas
$304K +$4.57K +18 +2%
EAM
1814
Evanson Asset Management
California
$304K +$314K +1,235 New
JCM
1815
Janney Capital Management
Pennsylvania
$303K +$4.83K +19 +2%
EL
1816
EMFO LLC
Florida
$303K +$14.2K +56 +5%
OAM
1817
Oak Asset Management
California
$301K +$44.4K +175 +20%
EP
1818
EPIQ Partners
Minnesota
$300K – – –
WP
1819
WealthPLAN Partners
Nebraska
$299K -$10.4K -41 -4%
WIC
1820
Woodmont Investment Counsel
Tennessee
$299K +$1.02K +4 +0.4%
OWM
1821
Opes Wealth Management
California
$299K +$36.1K +142 +15%
PAM
1822
Premier Asset Management
Illinois
$298K +$36.8K +145 +15%
AA
1823
Apriem Advisors
California
$298K +$63.5K +250 +29%
CAIMH
1824
Central Asset Investments & Management Holdings
Hong Kong
$298K +$279K +1,100 New
RA
1825
RFG Advisory
Alabama
$296K +$23.1K +91 +9%
71 72
73
74 75