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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1851
Werlinich Asset Management
Connecticut
$241K +$204K +1,208 New
BFA
1852
Beacon Financial Advisory
Ohio
$241K +$204K +1,206 New
CFO
1853
CVA Family Office
Colorado
$241K +$118K +696 +137%
OC
1854
Oakworth Capital
Alabama
$241K – – –
CCFM
1855
Clear Creek Financial Management
Washington
$240K +$203K +1,203 New
JF
1856
JSF Financial
California
$240K +$203K +1,203 New
DAM
1857
Deltec Asset Management
New York
$240K -$1.57M -9,300 -89%
APG
1858
Abacus Planning Group
South Carolina
$240K +$203K +1,199 New
FCM
1859
Fourpath Capital Management
Oklahoma
$240K +$203K +1,199 New
SP
1860
Successful Portfolios
Florida
$239K +$202K +1,197 New
GWS
1861
Glassman Wealth Services
Virginia
$239K +$53.2K +315 +36%
JWM
1862
Janiczek Wealth Management
Colorado
$238K +$18.1K +107 +10%
FOA
1863
Five Oceans Advisors
California
$238K +$201K +1,189 New
ITIM
1864
Indiana Trust & Investment Management
Indiana
$238K +$201K +1,189 New
KFC
1865
Klingenstein Fields & Co
New York
$238K +$201K +1,189 New
DOA
1866
D'Orazio & Associates
Virginia
$237K +$201K +1,188 New
CSB
1867
City State Bank
Iowa
$236K -$42.2K -250 -17%
ETCM
1868
Evolutionary Tree Capital Management
Virginia
$236K +$199K +1,180 New
TWA
1869
Talisman Wealth Advisors
New Jersey
$235K +$199K +1,177 New
FPGK
1870
Financial Partners Group (Kansas)
Kansas
$235K – – –
LA
1871
LexAurum Advisors
Kansas
$234K +$198K +1,173 New
PCM
1872
Princeton Capital Management
New Jersey
$234K +$198K +1,173 New
MME
1873
Meag Munich Ergo
Germany
$234K -$655K -3,878 -77%
PA
1874
PFG Advisors
Arizona
$234K +$198K +1,172 New
MTC
1875
McDaniel Terry & Co
Texas
$233K -$86.3K -511 -30%
73 74
75
76 77