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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1876
Burleson & Co
California
$64K +$67.2K +302 New
LCM
1877
Logan Capital Management
Pennsylvania
$63K +$66.3K +298 New
Q
1878
QVR
California
$62K +$65.5K +294 New
ACA
1879
Atlas Capital Advisors
Wyoming
$58.1K -$117K -526 -66%
TI
1880
Truehand Inc
New Hampshire
$57K -$38.3K -172 -39%
IRC
1881
Investors Research Corp
Georgia
$57K – – –
HFM
1882
Hartford Financial Management
Connecticut
$54K – – –
KIG
1883
Kessler Investment Group
Indiana
$53K – – –
TVWM
1884
Tower View Wealth Management
Wisconsin
$52K -$2.23K -10 -4%
EIP
1885
Ellis Investment Partners
Pennsylvania
$52K – – –
HFS
1886
HBC Financial Services
Washington
$51.3K +$15.6K +70 +47%
RWG
1887
Regal Wealth Group
California
$51K – – –
SN
1888
Sittner & Nelson
Oregon
$49K +$2.23K +10 +5%
CHC
1889
City Holding Co
West Virginia
$48K – – –
VCM
1890
Vigilant Capital Management
Maine
$48K +$3.56K +16 +8%
EWA
1891
Evolution Wealth Advisors
Florida
$47K +$33.4K +150 +203%
CAC
1892
Certified Advisory Corp
Florida
$46K +$48.1K +216 New
PWM
1893
Prentice Wealth Management
New York
$45K +$47.2K +212 New
DAM
1894
Delta Asset Management
Tennessee
$44K +$2K +9 +5%
LFG
1895
Larson Financial Group
Missouri
$44K +$13.8K +62 +42%
SWM
1896
Selective Wealth Management
Virginia
$43K -$66.8K -300 -60%
AWM
1897
Activest Wealth Management
Florida
$43K +$45.4K +204 New
WIM
1898
Westside Investment Management
California
$42.6K +$154K +690 +100%
APC
1899
Aspire Private Capital
North Carolina
$42K – – –
AWC
1900
Abundance Wealth Counselors
Pennsylvania
$42K +$44.5K +200 New
74 75
76
77 78