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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1851
PFG Advisors
Arizona
$300K -$91.2K -422 -22%
NPA
1852
Nichols & Pratt Advisers
Massachusetts
$300K -$540K -2,500 -63%
OWA
1853
Outlook Wealth Advisors
Texas
$299K +$72.8K +337 +30%
WCM
1854
Windsor Capital Management
Arizona
$299K +$319K +1,475 New
PAG
1855
Paladin Advisory Group
Iowa
$299K – – –
LSA
1856
Lion Street Advisors
Texas
$299K -$65.9K -305 -17%
SCG
1857
Sonata Capital Group
Washington
$297K -$59.8K -277 -16%
GD
1858
Grandfield & Dodd
New York
$297K -$4.32K -20 -1%
WA
1859
Waddell & Associates
Tennessee
$297K – – –
TWM
1860
Tradition Wealth Management
Minnesota
$296K +$7.56K +35 +2%
WFI
1861
West Family Investments
California
$296K -$89.9K -416 -22%
SA
1862
Syntax Advisors
New York
$296K -$12.3K -57 -4%
VCG
1863
Vantage Consulting Group
Virginia
$296K -$12.3K -57 -4%
WPC
1864
White Pine Capital
Minnesota
$296K +$103K +479 +49%
MAM
1865
Meeder Asset Management
Ohio
$296K -$19K -88 -6%
WPC
1866
Waters Parkerson & Co
Louisiana
$295K -$6.48K -30 -2%
MSFS
1867
Main Street Financial Solutions
Pennsylvania
$295K +$2.38K +11 +0.8%
AA
1868
Advisory Alpha
Michigan
$293K +$312K +1,445 New
CPC
1869
Cookson Peirce & Co
Pennsylvania
$293K -$6.05K -28 -2%
FRA
1870
Frank Rimerman Advisors
California
$293K – – –
PWS
1871
Precision Wealth Strategies
Missouri
$293K +$312K +1,443 New
DIM
1872
DC Investments Management
Virginia
$292K – – –
ATC
1873
Adirondack Trust Company
New York
$292K – – –
TWA
1874
TCI Wealth Advisors
Arizona
$292K +$1.3K +6 +0.4%
BW
1875
BIP Wealth
Georgia
$292K +$83.8K +388 +37%
73 74
75
76 77