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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1801
Powers Advisory Group
Illinois
$269K +$227K +1,345 New
BCP
1802
Berkeley Capital Partners
Georgia
$269K +$227K +1,344 New
HHGA
1803
Halbert Hargrove Global Advisors
California
$268K +$227K +1,342 New
TFA
1804
Toth Financial Advisory
Virginia
$268K +$227K +1,342 New
WKSWA
1805
White Knight Strategic Wealth Advisors
New Jersey
$268K +$226K +1,340 New
RCA
1806
Resonant Capital Advisors
Wisconsin
$268K -$42.9K -254 -16%
AFPL
1807
Advus Financial Partners, LLC
Florida
$268K +$226K +1,339 New
TGAM
1808
TBH Global Asset Management
Tennessee
$267K +$226K +1,337 New
WDG
1809
Wealth Dimensions Group
Ohio
$267K +$225K +1,334 New
VC
1810
Veery Capital
Delaware
$267K +$225K +1,334 New
CCM
1811
Consolidated Capital Management
California
$266K +$224K +1,329 New
ECM
1812
Elgethun Capital Management
South Dakota
$265K +$226K +1,339 New
LSIA
1813
LaSalle St. Investment Advisors
Illinois
$265K +$225K +1,331 New
WBCM
1814
Wilson & Boucher Capital Management
California
$265K +$224K +1,325 New
FNBSF
1815
First National Bank Sioux Falls
South Dakota
$265K +$224K +1,324 New
H
1816
HoyleCohen
California
$264K -$3.05M -18,048 -93%
VCA
1817
Verdence Capital Advisors
Maryland
$264K +$223K +1,321 New
LWM
1818
LJI Wealth Management
Indiana
$262K -$54.2K -321 -20%
CFD
1819
Creative Financial Designs
Indiana
$262K +$4.39K +26 +2%
CP
1820
Camelot Portfolios
Ohio
$261K -$318K -1,882 -59%
HM
1821
Harvest Management
New York
$260K +$220K +1,300 New
RI
1822
Ridgewood Investments
New Jersey
$259K +$219K +1,299 New
AWM
1823
AllSquare Wealth Management
New York
$259K +$42.2K +250 +24%
SAM
1824
Silvercrest Asset Management
New York
$258K +$218K +1,290 New
CWM
1825
Curi Wealth Management
North Carolina
$258K +$218K +1,289 New
71 72
73
74 75