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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1876
Janiczek Wealth Management
Colorado
$208K +$61.5K +348 +45%
CF
1877
Cantor Fitzgerald
New York
$208K +$223K +1,262 New
ANBT
1878
American National Bank & Trust
Texas
$207K – – –
PCM
1879
Princeton Capital Management
New Jersey
$207K +$530 +3 +0.2%
PA
1880
PFG Advisors
Arizona
$207K +$13.4K +76 +6%
FPCG
1881
Fort Pitt Capital Group
Pennsylvania
$207K +$24.6K +139 +12%
BW
1882
Bison Wealth
Georgia
$206K -$82K -464 -27%
OWA
1883
Opal Wealth Advisors
New York
$206K -$71.6K -405 -24%
DA
1884
DCF Advisers
Connecticut
$206K +$221K +1,250 New
KA
1885
Klingman & Associates
New York
$205K +$7.77K +44 +4%
AWA
1886
Arete Wealth Advisors
Illinois
$204K -$113K -642 -34%
WDG
1887
Wealth Dimensions Group
Ohio
$204K -$6.18K -35 -3%
LFASL
1888
Lugano Financial Advisors SA (LFA)
Switzerland
$204K +$46.3K +262 +27%
SFG
1889
Sovereign Financial Group
Connecticut
$203K -$82.7K -468 -28%
PCA
1890
Peddock Capital Advisors
Massachusetts
$203K – – –
JF
1891
JSF Financial
California
$203K +$18.9K +107 +10%
SIA
1892
Strategic Investment Advisors
Michigan
$203K +$218K +1,233 New
CA
1893
CoreCap Advisors
Michigan
$202K -$24K -136 -10%
GMA
1894
Glassy Mountain Advisors
Maryland
$202K – – –
CWM
1895
Connecticut Wealth Management
Connecticut
$202K +$36.4K +206 +20%
HCM
1896
HMS Capital Management
Tennessee
$202K +$217K +1,226 New
FMII
1897
Farmers & Merchants Investments Inc
Nebraska
$201K -$14K -79 -6%
FOA
1898
Five Oceans Advisors
California
$201K -$3.53K -20 -2%
LF
1899
Lantz Financial
Illinois
$200K -$31.6K -179 -13%
TCWM
1900
Total Clarity Wealth Management
Illinois
$198K -$21.9K -124 -9%
74 75
76
77 78