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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1876
Indiana Trust & Investment Management
Indiana
$292K -$23.9K -111 -7%
WF
1877
Wayfinding Financial
Washington
$292K +$17K +79 +5%
WKSWA
1878
White Knight Strategic Wealth Advisors
New Jersey
$292K +$59.4K +276 +25%
WBCM
1879
Wilson & Boucher Capital Management
California
$291K +$30.8K +143 +12%
FNBSF
1880
First National Bank Sioux Falls
South Dakota
$290K +$11.4K +53 +4%
CA
1881
CoreCap Advisors
Michigan
$288K -$784K -3,643 -73%
WA
1882
Waddell & Associates
Tennessee
$288K -$4.3K -20 -1%
AT
1883
Arvest Trust
Oklahoma
$287K -$23K -107 -7%
BCP
1884
Berkeley Capital Partners
Georgia
$287K +$35.9K +167 +14%
PM
1885
Parametrica Management
Hong Kong
$286K -$594K -2,758 -67%
DL
1886
DOHJ LLC
Washington
$286K -$540K -2,510 -65%
CB
1887
CNB Bank
Pennsylvania
$286K -$4.52K -21 -2%
HHGA
1888
Halbert Hargrove Global Advisors
California
$286K +$32.1K +149 +12%
GCP
1889
Gill Capital Partners
Colorado
$286K +$290K +1,348 New
SXL
1890
Summit X LLC
Missouri
$284K -$21.1K -98 -7%
TC
1891
Titleist Capital
Texas
$283K -$5.6K -26 -2%
RIS
1892
Retirement Income Solutions
Michigan
$282K – – –
KWM
1893
Kolinsky Wealth Management
New Jersey
$282K +$6.89K +32 +2%
CCM
1894
Consolidated Capital Management
California
$281K +$1.72K +8 +0.6%
TCWM
1895
Total Clarity Wealth Management
Illinois
$281K +$7.1K +33 +3%
EAM
1896
Evanson Asset Management
California
$278K +$46.9K +218 +20%
HCP
1897
Hexagon Capital Partners
Arkansas
$278K +$65.2K +303 +30%
SW
1898
Solidarity Wealth
Utah
$278K +$313K +1,454 New
PWAG
1899
Polaris Wealth Advisory Group
California
$277K -$7.69M -35,740 -96%
ZF
1900
Zhang Financial
Michigan
$277K +$16.1K +75 +6%
74 75
76
77 78