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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1851
Palisade Capital Management
New Jersey
$318K -$15.5K -88 -4%
MA
1852
Montag & Associates
Georgia
$318K -$8.44K -48 -2%
LWM
1853
Latko Wealth Management
Illinois
$316K – – –
HBW
1854
Hazlett, Burt & Watson
West Virginia
$316K -$60.3K -343 -15%
MPCA
1855
Madison Park Capital Advisors
Washington
$315K +$67.5K +384 +25%
WAG
1856
Winthrop Advisory Group
Massachusetts
$315K +$16K +91 +5%
CUAMC
1857
China Universal Asset Management Company
China
$314K +$352K +2,000 New
CAM
1858
Claret Asset Management
Quebec, Canada
$314K +$66.6K +379 +23%
AIMC
1859
Alley Investment Management Company
Illinois
$313K – – –
SP
1860
SmartHarvest Portfolios
Washington
$313K -$107K -608 -23%
SHFA
1861
SS&H Financial Advisors
Michigan
$313K +$352K +2,000 New
BPW
1862
Bingham Private Wealth
California
$311K -$16.5K -94 -5%
SSWM
1863
Strait & Sound Wealth Management
California
$311K -$130K -739 -27%
HWA
1864
HCR Wealth Advisors
California
$310K -$16K -91 -4%
PPWM
1865
Paragon Private Wealth Management
Kentucky
$306K -$560K -3,182 -62%
CT
1866
Clearstead Trust
Maine
$306K -$49.2K -280 -13%
SL
1867
Sentinus LLC
Illinois
$305K -$310K -1,764 -47%
NIWA
1868
New Insight Wealth Advisors
California
$305K -$39K -222 -10%
MC
1869
Matters Capital
Florida
$303K -$460K -2,614 -57%
WA
1870
WBH Advisory
Maryland
$303K -$3.52K -20 -1%
VCP
1871
Verus Capital Partners
Arizona
$302K -$39.6K -225 -10%
DI
1872
DRH Investments
California
$302K +$339K +1,929 New
BI
1873
Beckerman Institutional
New Jersey
$302K +$1.41K +8 +0.4%
BFPW
1874
BOK Financial Private Wealth
Colorado
$301K +$8.97K +51 +3%
VFG
1875
V2 Financial group
Illinois
$301K -$3.69K -21 -1%
73 74
75
76 77