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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1826
Sierra Capital
Florida
$232K -$11.5K -65 -4%
PSP
1827
Principal Street Partners
Tennessee
$232K +$249K +1,407 New
DWM
1828
Dorchester Wealth Management
Quebec, Canada
$231K +$106K +600 +75%
TFA
1829
Toth Financial Advisory
Virginia
$231K +$236K +1,337 +2,228%
OIS
1830
Okabena Investment Services
Minnesota
$230K – – –
WMA
1831
West Michigan Advisors
Michigan
$229K -$3.89K -22 -2%
WKSWA
1832
White Knight Strategic Wealth Advisors
New Jersey
$229K +$1.77K +10 +0.7%
GHAM
1833
Gilman Hill Asset Management
Connecticut
$229K +$55.3K +313 +29%
AP
1834
Arlington Partners
Alabama
$228K -$134K -756 -35%
FNBSF
1835
First National Bank Sioux Falls
South Dakota
$228K +$3K +17 +1%
QTM
1836
qPULA Trading Management
New York
$228K +$31.8K +180 +15%
NGA
1837
Naples Global Advisors
Florida
$228K +$41.2K +233 +20%
AWM
1838
Activest Wealth Management
Florida
$228K +$51.6K +292 +27%
MSA
1839
McAlister Sweet & Associates
Texas
$228K +$244K +1,380 New
ITIM
1840
Indiana Trust & Investment Management
Indiana
$227K – – –
EA
1841
Echo45 Advisors
California
$226K -$105K -593 -30%
WWM
1842
Windsor Wealth Management
Indiana
$226K -$38.2K -216 -14%
TCBWMS
1843
Texas Capital Bank Wealth Management Services
Texas
$226K -$32.7K -185 -12%
PP
1844
Pegasus Partners
Wisconsin
$226K -$25.6K -145 -10%
WA
1845
Waddell & Associates
Tennessee
$226K +$2.83K +16 +1%
AC
1846
AlphaCore Capital
California
$226K +$11.5K +65 +5%
EVC
1847
Eidelman Virant Capital
Missouri
$226K +$22.1K +125 +10%
IA
1848
IFG Advisors
Missouri
$225K -$140K -792 -37%
MFG
1849
Magnus Financial Group
New York
$225K -$50.7K -287 -17%
BFA
1850
Beacon Financial Advisory
Ohio
$225K -$5.48K -31 -2%
72 73
74
75 76